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
426
$1.19M 0.04%
33,062
-2,947
427
$1.19M 0.04%
4,203
+116
428
$1.18M 0.04%
14,109
+858
429
$1.18M 0.04%
5,106
-257
430
$1.17M 0.04%
3,578
+517
431
$1.16M 0.04%
3,708
+94
432
$1.16M 0.04%
+52,893
433
$1.16M 0.04%
51,760
-233
434
$1.15M 0.04%
45,703
-3,271
435
$1.14M 0.04%
60,571
+7,332
436
$1.14M 0.04%
22,758
-65,570
437
$1.14M 0.04%
5,644
-65
438
$1.13M 0.04%
10,142
+1,434
439
$1.13M 0.04%
16,230
+5,307
440
$1.13M 0.04%
51,283
-11,107
441
$1.12M 0.04%
8,683
-3,084
442
$1.12M 0.04%
50,267
+14,000
443
$1.12M 0.03%
9,515
-64
444
$1.12M 0.03%
1,835
+17
445
$1.11M 0.03%
129,182
+173
446
$1.11M 0.03%
7,594
-1,191
447
$1.1M 0.03%
22,300
-183
448
$1.1M 0.03%
8,209
-151
449
$1.1M 0.03%
15,242
+539
450
$1.09M 0.03%
28,751
+16,193
16 17
18
19 20