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
526
$462K 0.03%
8,032
-1,028
527
$461K 0.03%
10,795
+293
528
$459K 0.03%
6,080
+565
529
$459K 0.03%
281,442
-15,425
530
$459K 0.03%
8,437
-267
531
$457K 0.03%
8,358
-131
532
$456K 0.03%
19,312
-1,467
533
$455K 0.03%
11,518
-6,037
534
$453K 0.03%
4,972
-1,511
535
$451K 0.03%
4,958
+4
536
$451K 0.03%
5,381
-1,715
537
$449K 0.03%
3,918
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538
$448K 0.03%
8,210
-2,145
539
$448K 0.03%
18,366
-9,478
540
$448K 0.03%
2,613
+393
541
$447K 0.03%
544
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542
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10,705
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543
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10,132
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544
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25,205
-7,546
545
$444K 0.03%
+17,975
546
$444K 0.03%
10,655
-150
547
$443K 0.03%
24,144
+3,461
548
$440K 0.03%
51,203
+1,794
549
$438K 0.03%
29,032
-3,877
550
$437K 0.02%
8,255
+35
20 21
22
23 24