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
401
$700K 0.04%
+15,531
402
$700K 0.04%
21,460
-535
403
$698K 0.04%
29,746
-11,138
404
$697K 0.04%
83,609
+6,833
405
$695K 0.04%
16,987
+237
406
$694K 0.04%
7,464
+830
407
$693K 0.04%
10,740
+640
408
$690K 0.04%
43,727
-9,038
409
$686K 0.04%
22,204
+3,023
410
$685K 0.04%
27,459
-311
411
$685K 0.04%
3,350
+1,616
412
$684K 0.04%
20,063
+1,833
413
$684K 0.04%
20,421
+81
414
$682K 0.04%
4,308
-143
415
$679K 0.04%
35,920
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416
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10,011
+2,286
417
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2,993
-4,007
418
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7,224
419
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11,971
-228
420
$663K 0.04%
4,937
+1,017
421
$658K 0.04%
17,252
+1,844
422
$658K 0.04%
33,392
+796
423
$657K 0.04%
1,424
+10
424
$657K 0.04%
14,610
-27
425
$652K 0.04%
+12,214
15 16
17
18 19