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
426
$625K 0.04%
4,451
-911
427
$624K 0.04%
18,520
-2,241
428
$622K 0.04%
878
-94
429
$619K 0.04%
1,649
-833
430
$615K 0.04%
6,423
+407
431
$614K 0.04%
12,065
-917
432
$612K 0.04%
6,285
-682
433
$609K 0.04%
32,751
-30,708
434
$608K 0.04%
3,512
-1,136
435
$606K 0.04%
10,796
-553
436
$602K 0.04%
15,408
+1,127
437
$601K 0.04%
42,620
+8,588
438
$598K 0.04%
32,596
+345
439
$597K 0.04%
35,463
440
$591K 0.04%
2,734
-13
441
$589K 0.04%
3,504
-443
442
$588K 0.04%
10,355
+70
443
$581K 0.04%
2,013
-212
444
$576K 0.04%
2,686
-45
445
$573K 0.04%
21,888
446
$572K 0.04%
12,704
+122
447
$572K 0.04%
16,344
-140
448
$568K 0.04%
12,741
+173
449
$565K 0.04%
14,604
-683
450
$563K 0.04%
16,734
+1,175
16 17
18
19 20