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
401
$1.3M 0.04%
10,632
+881
402
$1.3M 0.04%
29,771
+7,694
403
$1.3M 0.04%
9,839
+529
404
$1.3M 0.04%
+26,181
405
$1.3M 0.04%
183,433
+8,820
406
$1.29M 0.04%
63,184
+2,827
407
$1.28M 0.04%
29,110
-102,072
408
$1.27M 0.04%
28,118
-3,002
409
$1.27M 0.04%
52,757
+14,578
410
$1.27M 0.04%
9,319
+1,764
411
$1.27M 0.04%
17,684
+784
412
$1.26M 0.04%
25,911
+6,738
413
$1.26M 0.04%
13,102
-74
414
$1.26M 0.04%
50,128
+24
415
$1.25M 0.04%
13,520
-6,330
416
$1.25M 0.04%
17,401
+1,146
417
$1.25M 0.04%
35,783
+8,844
418
$1.24M 0.04%
5,069
+274
419
$1.23M 0.04%
9,759
+113
420
$1.23M 0.04%
19,859
-713
421
$1.23M 0.04%
45,851
+159
422
$1.21M 0.04%
12,240
+8,460
423
$1.21M 0.04%
14,484
-124
424
$1.21M 0.04%
19,927
-204
425
$1.2M 0.04%
2,422
+355
15 16
17
18 19