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
551
$436K 0.02%
+4,475
552
$435K 0.02%
+4,386
553
$430K 0.02%
43,586
+221
554
$429K 0.02%
5,558
+1,117
555
$427K 0.02%
8,582
+905
556
$426K 0.02%
3,107
+316
557
$425K 0.02%
+4,461
558
$424K 0.02%
+3,782
559
$423K 0.02%
6,266
-159
560
$423K 0.02%
+8,943
561
$423K 0.02%
+8,175
562
$421K 0.02%
8,034
+4,428
563
$420K 0.02%
17,135
-650
564
$420K 0.02%
5,852
-1,152
565
$417K 0.02%
1,241
+11
566
$417K 0.02%
1,171
-478
567
$416K 0.02%
51,531
+3,500
568
$415K 0.02%
2,748
-22
569
$414K 0.02%
9,111
-1,680
570
$413K 0.02%
3,089
-55
571
$412K 0.02%
8,362
-882
572
$412K 0.02%
8,347
-4,394
573
$412K 0.02%
8,861
+749
574
$410K 0.02%
6,872
+8
575
$410K 0.02%
1,188
+214
21 22
23
24 25