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
451
$563K 0.04%
+16,977
452
$562K 0.04%
1,714
+7
453
$561K 0.04%
11,654
-8
454
$561K 0.04%
10,656
-2,119
455
$560K 0.04%
7,533
+72
456
$558K 0.04%
6,120
-749
457
$557K 0.04%
19,181
-16,019
458
$556K 0.03%
24,220
+13,949
459
$553K 0.03%
10,984
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460
$553K 0.03%
22,352
-3,617
461
$550K 0.03%
+6,483
462
$550K 0.03%
8,549
-45
463
$547K 0.03%
+19,412
464
$547K 0.03%
2,361
+277
465
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12,145
-3,515
466
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7,040
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467
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14,589
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468
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7,993
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469
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10,233
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470
$542K 0.03%
7,725
+256
471
$541K 0.03%
10,782
-374
472
$539K 0.03%
18,048
-1,483
473
$537K 0.03%
11,655
+4,085
474
$536K 0.03%
30,325
-1,950
475
$536K 0.03%
1,762
+101
17 18
19
20 21