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
501
$487K 0.03%
22,313
-2,749
502
$485K 0.03%
4,607
-964
503
$482K 0.03%
+8,847
504
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3,331
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505
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5,691
+140
506
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292
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507
$474K 0.03%
3,581
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508
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509
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510
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1
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511
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1,911
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512
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+231
513
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514
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7,004
+1,315
515
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516
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18,354
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519
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520
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12,870
+1,564
521
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28,200
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522
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1,013
+100
523
$448K 0.03%
5,106
+736
524
$445K 0.03%
49,409
-2,900
525
$444K 0.03%
9,824
-1,928
19 20
21
22 23