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
$3.2B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$41.4M
2
+$28.5M
3
+$24.4M
4
YEAR icon
AB Ultra Short Income ETF
YEAR
+$20.9M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$16.6M

Top Sells

1
+$25.3M
2
+$18.4M
3
+$11.9M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$9.54M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$9.16M

Sector Composition

1 Technology 10.2%
2 Consumer Discretionary 4.18%
3 Financials 4.12%
4 Healthcare 2.88%
5 Industrials 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.39M 0.04%
119,525
+4,500
377
$1.38M 0.04%
8,030
+690
378
$1.38M 0.04%
23,080
-861
379
$1.38M 0.04%
21,725
+10,271
380
$1.38M 0.04%
4,557
+534
381
$1.37M 0.04%
58,201
-6,691
382
$1.37M 0.04%
48,074
+10,368
383
$1.37M 0.04%
2,181
+202
384
$1.36M 0.04%
11,409
+290
385
$1.36M 0.04%
12,400
+290
386
$1.36M 0.04%
14,552
+11
387
$1.36M 0.04%
12,118
+390
388
$1.35M 0.04%
25,614
+1,831
389
$1.35M 0.04%
22,246
+1,999
390
$1.34M 0.04%
69,669
+2,307
391
$1.33M 0.04%
25,725
+5,309
392
$1.33M 0.04%
2,529
-1,897
393
$1.33M 0.04%
2,598
+35
394
$1.33M 0.04%
9,100
+10
395
$1.33M 0.04%
16,979
-914
396
$1.32M 0.04%
23,569
-457
397
$1.32M 0.04%
8,539
+281
398
$1.32M 0.04%
13,069
399
$1.31M 0.04%
25,042
+16,179
400
$1.3M 0.04%
+17,947
14 15
16
17 18