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
451
$1.08M 0.03%
206,950
-195,155
452
$1.07M 0.03%
13,752
+1,445
453
$1.07M 0.03%
41,766
+163
454
$1.07M 0.03%
14,278
-790
455
$1.06M 0.03%
15,259
-319
456
$1.06M 0.03%
33,149
-62
457
$1.06M 0.03%
158,243
+143,002
458
$1.06M 0.03%
8,483
-593
459
$1.05M 0.03%
9,687
+85
460
$1.05M 0.03%
29,573
+2,709
461
$1.05M 0.03%
77,097
-696
462
$1.05M 0.03%
30,778
+1,074
463
$1.05M 0.03%
5,124
+191
464
$1.05M 0.03%
4,141
-47
465
$1.03M 0.03%
3,238
-1,448
466
$1.02M 0.03%
10,162
-970
467
$1.02M 0.03%
5,069
-279
468
$1.02M 0.03%
5,400
+19
469
$1.02M 0.03%
24,724
+1,291
470
$1.01M 0.03%
1,646
-40
471
$1.01M 0.03%
1,982
-115
472
$1M 0.03%
19,944
+354
473
$999K 0.03%
144,392
+49,424
474
$994K 0.03%
13,519
+264
475
$987K 0.03%
8,748
+202
17 18
19
20 21