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
476
$538K 0.03%
9,857
-376
477
$534K 0.03%
2,098
+509
478
$527K 0.03%
6,465
-147
479
$527K 0.03%
6,783
+1,015
480
$525K 0.03%
20,607
+667
481
$525K 0.03%
22,916
-348
482
$524K 0.03%
1,754
+40
483
$521K 0.03%
6,792
-741
484
$521K 0.03%
2,693
+806
485
$519K 0.03%
4,891
+284
486
$519K 0.03%
15,840
-2,208
487
$515K 0.03%
11,041
-614
488
$514K 0.03%
7,483
+515
489
$513K 0.03%
14,539
-22,516
490
$510K 0.03%
+1,600
491
$509K 0.03%
8,982
-658
492
$506K 0.03%
12,585
-5,248
493
$506K 0.03%
+2,081
494
$506K 0.03%
1,135
+64
495
$506K 0.03%
5,593
-5,185
496
$505K 0.03%
1,719
-311
497
$503K 0.03%
11,622
+13
498
$501K 0.03%
1,757
-154
499
$499K 0.03%
7,673
+564
500
$497K 0.03%
5,817
+126
18 19
20
21 22