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
26
$11.2M 0.64%
112,657
+3,748
27
$10.8M 0.62%
268,705
+5,966
28
$10.8M 0.61%
326,053
+18,197
29
$10.5M 0.6%
95,652
+69,889
30
$10.1M 0.58%
225,828
+2,473
31
$9.99M 0.57%
32,361
-595
32
$9.5M 0.54%
389,736
+68,541
33
$9.49M 0.54%
114,554
-3,562
34
$8.95M 0.51%
132,247
+45,010
35
$8.89M 0.51%
85,704
-1,093
36
$8.72M 0.5%
23,178
+671
37
$8.71M 0.5%
116,648
+3,359
38
$8.59M 0.49%
82,636
+5,714
39
$8.42M 0.48%
115,785
+3,476
40
$8.05M 0.46%
54,110
+3,404
41
$8.01M 0.46%
50,236
+248
42
$7.84M 0.45%
81,108
+11,014
43
$7.7M 0.44%
53,253
+3,387
44
$7.52M 0.43%
101,577
-162,451
45
$7.43M 0.42%
34,963
+590
46
$7.36M 0.42%
228,932
+80,666
47
$7.07M 0.4%
45,586
+4,685
48
$6.99M 0.4%
63,705
+270
49
$6.95M 0.4%
33,494
+5,540
50
$6.83M 0.39%
19,899
+2,364
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