IWM

IHT Wealth Management Portfolio holdings

AUM $3.95B
1-Year Est. Return 17.75%
This Quarter Est. Return
1 Year Est. Return
+17.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.59B
AUM Growth
+$276M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
958
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$20.1M
3
+$18.9M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$15.5M
5
QABA icon
First Trust NASDAQ ABA Community Bank Index Fund
QABA
+$9.88M

Top Sells

1
+$2.72M
2
+$2.51M
3
+$2.27M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.62M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.47M

Sector Composition

1 Technology 7.71%
2 Financials 3.94%
3 Healthcare 3.74%
4 Consumer Discretionary 3.38%
5 Industrials 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$731K 0.05%
3,337
-986
377
$731K 0.05%
27,389
-9,546
378
$729K 0.05%
15,519
-46
379
$727K 0.05%
10,100
+2,287
380
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17,538
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381
$719K 0.05%
7,175
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382
$716K 0.05%
9,640
+112
383
$714K 0.04%
8,402
+77
384
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27,770
-13,870
385
$708K 0.04%
25,542
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386
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28,816
-46,394
387
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38,974
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388
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8,389
-4,124
389
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24,279
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390
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13,787
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392
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17,695
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394
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20,340
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396
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4,637
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397
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2,531
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398
$674K 0.04%
1,897
-126
399
$673K 0.04%
1,232
+42
400
$673K 0.04%
11,617
+2,393
14 15
16
17 18