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
501
$496K 0.03%
8,791
-1,865
502
$496K 0.03%
21,206
-11,042
503
$495K 0.03%
21,888
504
$494K 0.03%
15,189
-3,331
505
$493K 0.03%
5,205
+1,237
506
$493K 0.03%
5,711
+1,708
507
$492K 0.03%
1,774
+12
508
$488K 0.03%
16,634
-22,956
509
$486K 0.03%
10,951
-91
510
$486K 0.03%
12,803
-67
511
$485K 0.03%
3,942
+1,833
512
$482K 0.03%
25,225
-5,100
513
$480K 0.03%
59,988
+13,365
514
$475K 0.03%
5,923
-1,117
515
$475K 0.03%
12,742
+1,842
516
$474K 0.03%
6,413
-273
517
$469K 0.03%
7,570
+2,960
518
$468K 0.03%
6,907
+12
519
$468K 0.03%
2,051
+232
520
$467K 0.03%
6,601
+446
521
$467K 0.03%
1,018
+5
522
$466K 0.03%
5,182
+76
523
$465K 0.03%
12,780
+76
524
$464K 0.03%
18,396
-2,770
525
$463K 0.03%
6,165
+2,861
19 20
21
22 23