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
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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1,110
-31
555
$733K 0.02%
14,461
-1,285
556
$733K 0.02%
16,046
+356
557
$732K 0.02%
39,975
-63,499
558
$725K 0.02%
10,087
559
$723K 0.02%
22,084
+11,894
560
$717K 0.02%
4,197
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561
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562
$714K 0.02%
1,062
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563
$714K 0.02%
2,676
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564
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5,003
-38
565
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$698K 0.02%
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570
$696K 0.02%
12,251
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571
$690K 0.02%
60,282
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572
$690K 0.02%
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%
11,518
+35
21 22
23
24 25