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
401
$672K 0.04%
27,844
+10,640
402
$672K 0.04%
16,263
-962
403
$663K 0.04%
28,822
-1,433
404
$662K 0.04%
8,877
-244
405
$662K 0.04%
6,858
-4,827
406
$658K 0.04%
5,013
+2
407
$654K 0.04%
+7,224
408
$643K 0.04%
6,174
+18
409
$638K 0.04%
46,492
-10,362
410
$637K 0.04%
51,010
-16,400
411
$637K 0.04%
5,647
+203
412
$637K 0.04%
16,750
+834
413
$636K 0.04%
10,261
+548
414
$635K 0.04%
15,430
+5,932
415
$635K 0.04%
8,167
-366
416
$634K 0.04%
35,375
-25,500
417
$634K 0.04%
9,357
-3,544
418
$633K 0.04%
2,873
+324
419
$633K 0.04%
76,776
+969
420
$631K 0.04%
3,638
-44
421
$630K 0.04%
8,005
-158
422
$628K 0.04%
36,760
+11,060
423
$627K 0.04%
15,102
-287
424
$627K 0.04%
+7,920
425
$626K 0.04%
17,555
+2,820
15 16
17
18 19