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
26
$10.2M 0.64%
32,956
+762
27
$9.88M 0.62%
+187,942
28
$9.81M 0.62%
223,355
-10,050
29
$9.8M 0.62%
265,084
+6,043
30
$9.71M 0.61%
215,810
+3,546
31
$9.52M 0.6%
359,369
+171,251
32
$9.38M 0.59%
307,856
+32,419
33
$9.22M 0.58%
+324,840
34
$8.45M 0.53%
113,289
+4,799
35
$8.32M 0.52%
569,620
-32,140
36
$8.1M 0.51%
112,309
-10,282
37
$8.09M 0.51%
321,195
+47,547
38
$8.08M 0.51%
49,988
-451
39
$8.01M 0.5%
172,017
+153,040
40
$7.97M 0.5%
+385,165
41
$7.91M 0.5%
22,507
-308
42
$7.69M 0.48%
50,706
+343
43
$7.66M 0.48%
86,797
-277
44
$7.24M 0.45%
+314,771
45
$7.23M 0.45%
40,901
+34
46
$7.04M 0.44%
49,866
-1,900
47
$7M 0.44%
63,435
-915
48
$6.83M 0.43%
76,922
-1,505
49
$6.76M 0.42%
50,395
+42
50
$6.63M 0.42%
70,094
-17,097
1
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