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
26
$22.2M 0.69%
38,481
-12
27
$22M 0.69%
540,868
-24,089
28
$21.1M 0.66%
39,701
+2,000
29
$20.8M 0.65%
441,983
-76,895
30
$20.3M 0.63%
186,771
+23,715
31
$18.9M 0.59%
345,610
+27,448
32
$18.7M 0.58%
179,931
+116,428
33
$18.6M 0.58%
316,340
+22,453
34
$18.3M 0.57%
197,761
-31,090
35
$18.1M 0.56%
123,855
+4,298
36
$17.9M 0.56%
262,675
+13,114
37
$17.4M 0.54%
84,883
+24,747
38
$17M 0.53%
121,355
+10,644
39
$16.6M 0.52%
+328,157
40
$16.4M 0.51%
125,178
+13,961
41
$16.3M 0.51%
178,163
+98,043
42
$16.2M 0.51%
269,624
+39,874
43
$15.6M 0.49%
63,769
+6,766
44
$15.5M 0.49%
311,777
+32,720
45
$14.9M 0.47%
51,736
-4,640
46
$14.7M 0.46%
526,695
+11,171
47
$14.6M 0.46%
189,110
-94,225
48
$14.5M 0.45%
396,929
-261,832
49
$14.3M 0.45%
163,055
+7,661
50
$13.8M 0.43%
88,024
+932
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