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
501
$893K 0.03%
60,901
+5,328
502
$891K 0.03%
5,548
-283
503
$885K 0.03%
19,631
+1,657
504
$885K 0.03%
73,000
-23,000
505
$882K 0.03%
5,777
-9,256
506
$873K 0.03%
6,607
+108
507
$870K 0.03%
+24,511
508
$864K 0.03%
122,599
-83,287
509
$860K 0.03%
18,500
+111
510
$856K 0.03%
7,662
+81
511
$853K 0.03%
7,530
-287
512
$851K 0.03%
4,439
+245
513
$850K 0.03%
33,278
+6,890
514
$847K 0.03%
15,592
+109
515
$842K 0.03%
20,437
+61
516
$831K 0.03%
76,557
517
$830K 0.03%
35,011
+5,663
518
$830K 0.03%
2,814
+110
519
$820K 0.03%
14,333
-6,390
520
$819K 0.03%
7,376
+9
521
$818K 0.03%
13,280
+2,104
522
$817K 0.03%
9,023
-4,316
523
$817K 0.03%
54,096
-2,400
524
$816K 0.03%
18,132
-90,318
525
$816K 0.03%
11,067
-345
19 20
21
22 23