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
$1.75B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,009
New
Increased
Reduced
Closed

Top Buys

1
+$30.1M
2
+$28.8M
3
+$19.3M
4
SPBO icon
State Street SPDR Portfolio Corporate Bond ETF
SPBO
+$18.3M
5
FLGV icon
Franklin US Treasury Bond ETF
FLGV
+$17.8M

Top Sells

1
+$30.3M
2
+$19.6M
3
+$19M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$12M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$10.7M

Sector Composition

1 Technology 9.22%
2 Consumer Discretionary 3.81%
3 Financials 3.68%
4 Healthcare 3.36%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$759K 0.04%
3,006
-331
377
$757K 0.04%
3,423
-2,989
378
$754K 0.04%
15,542
-2,861
379
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18,889
-843
380
$746K 0.04%
27,755
-969
381
$744K 0.04%
3,536
+625
382
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4,791
-5
383
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15,541
+22
384
$733K 0.04%
8,350
-52
385
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10,728
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386
$730K 0.04%
23,044
+692
387
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53,415
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388
$729K 0.04%
11,475
-1,305
389
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5,616
-31
390
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392
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19,268
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393
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14,129
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394
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17,533
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395
$718K 0.04%
+13,708
396
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31,085
-13,030
397
$713K 0.04%
13,989
+202
398
$706K 0.04%
8,531
-346
399
$703K 0.04%
1,051
+173
400
$702K 0.04%
4,195
+557
14 15
16
17 18