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
551
$410K 0.03%
8,220
+1,189
552
$408K 0.03%
2,982
+428
553
$407K 0.03%
7,612
-1,074
554
$407K 0.03%
15,033
+5,044
555
$406K 0.03%
17,575
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556
$402K 0.03%
9,432
-606
557
$397K 0.03%
775
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558
$396K 0.02%
30,080
-1,311
559
$395K 0.02%
296,867
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560
$394K 0.02%
4,807
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561
$393K 0.02%
8,489
-108
562
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8,140
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563
$390K 0.02%
8,704
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564
$389K 0.02%
9,386
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565
$389K 0.02%
7,548
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567
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1,446
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46,623
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569
$381K 0.02%
4,162
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570
$380K 0.02%
527
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571
$378K 0.02%
23,448
-5,152
572
$377K 0.02%
5,993
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573
$377K 0.02%
6,037
-435
574
$376K 0.02%
17,023
+2,182
575
$375K 0.02%
2,206
-1,593
21 22
23
24 25