IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
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
+$53.2M
2
+$28.4M
3
+$24.4M
4
YEAR icon
AB Ultra Short Income ETF
YEAR
+$20.8M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$16.6M

Top Sells

1
+$26.6M
2
+$18M
3
+$12.9M
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$9.46M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$9.3M

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
551
$742K 0.02%
8,793
-1,003
552
$737K 0.02%
8,974
-769
553
$737K 0.02%
10,495
-2,041
554
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-31
555
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14,461
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556
$733K 0.02%
16,046
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557
$732K 0.02%
39,975
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558
$725K 0.02%
10,087
559
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22,084
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560
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4,197
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561
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562
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1,062
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563
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2,676
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564
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565
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12,251
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60,282
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4,219
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573
$689K 0.02%
8,684
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574
$687K 0.02%
4,662
-199
575
$686K 0.02%
10,238
+31
21 22
23
24 25