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
476
$987K 0.03%
15,552
+4,352
477
$986K 0.03%
46,239
-6,436
478
$986K 0.03%
3,228
+458
479
$985K 0.03%
26,005
+1,060
480
$980K 0.03%
21,274
+4,425
481
$979K 0.03%
5,725
+490
482
$977K 0.03%
10,020
-3,808
483
$976K 0.03%
24,728
-2,255
484
$967K 0.03%
3,971
+71
485
$966K 0.03%
18,882
-233
486
$963K 0.03%
28,088
+1,466
487
$961K 0.03%
3,397
+536
488
$960K 0.03%
18,464
-1,216
489
$960K 0.03%
30,704
-11,800
490
$956K 0.03%
8,609
+4,247
491
$955K 0.03%
12,929
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492
$953K 0.03%
6,222
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493
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9,819
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494
$927K 0.03%
15,123
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495
$916K 0.03%
24,505
-5,248
496
$913K 0.03%
162,661
-221
497
$906K 0.03%
6,142
-71
498
$904K 0.03%
2,426
-119
499
$904K 0.03%
4,480
-119
500
$897K 0.03%
106,931
-7,400
18 19
20
21 22