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
426
$649K 0.04%
3,647
+1,441
427
$647K 0.04%
18,699
+4,110
428
$646K 0.04%
7,684
-321
429
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8,218
+1,662
430
$642K 0.04%
10,650
+6,850
431
$642K 0.04%
7,755
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432
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433
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48,760
-2,250
434
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1,172
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435
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35,463
436
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15,306
-7,796
437
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15,360
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438
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4,088
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439
$630K 0.04%
14,563
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440
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441
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34,291
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442
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1,732
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443
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444
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445
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1,943
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446
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+23,660
447
$610K 0.03%
2,688
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448
$608K 0.03%
14,232
-372
449
$606K 0.03%
11,665
+11
450
$599K 0.03%
9,585
+1,524
16 17
18
19 20