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
451
$598K 0.03%
25,298
+2,985
452
$598K 0.03%
16,303
-431
453
$598K 0.03%
12,902
-4,890
454
$594K 0.03%
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+118
455
$592K 0.03%
15,581
+2,859
456
$586K 0.03%
6,331
+211
457
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8,549
458
$576K 0.03%
3,459
-135
459
$572K 0.03%
8,069
+76
460
$564K 0.03%
8,490
-2,844
461
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14,281
+5,410
462
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10,839
-145
463
$563K 0.03%
12,137
+72
464
$557K 0.03%
6,767
+730
465
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33,350
-1,390
466
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23,609
-5,207
467
$552K 0.03%
2,728
-6
468
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2,650
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469
$549K 0.03%
82,744
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470
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8,714
+760
471
$543K 0.03%
2,406
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472
$543K 0.03%
29,723
473
$542K 0.03%
9,185
+930
474
$539K 0.03%
8,032
+324
475
$538K 0.03%
12,844
+2,658
17 18
19
20 21