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
476
$536K 0.03%
1,142
-28
477
$534K 0.03%
+4,235
478
$532K 0.03%
3,920
-275
479
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12,924
+7,139
480
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23,264
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481
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3,594
-960
482
$523K 0.03%
2,030
+181
483
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6,556
-1,022
484
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21,166
-1,614
485
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21,334
-1,065
486
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12,722
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487
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82,271
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488
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489
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8,255
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490
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494
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495
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2,666
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496
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$494K 0.03%
6,634
-18
498
$494K 0.03%
8,061
-433
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10,791
-443
500
$488K 0.03%
9,060
+3
18 19
20
21 22