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
576
$375K 0.02%
6,864
-557
577
$375K 0.02%
48,031
-3,000
578
$374K 0.02%
+7,138
579
$374K 0.02%
2,367
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580
$372K 0.02%
3,968
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581
$372K 0.02%
26,275
-45,569
582
$370K 0.02%
11,042
-680
583
$368K 0.02%
1,589
+144
584
$366K 0.02%
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585
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5,461
-1,226
586
$364K 0.02%
7,386
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587
$364K 0.02%
2,839
-709
588
$363K 0.02%
6,023
+131
589
$363K 0.02%
+9,086
590
$362K 0.02%
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591
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$360K 0.02%
34,812
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594
$358K 0.02%
1,230
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595
$355K 0.02%
10,231
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596
$355K 0.02%
9,915
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597
$353K 0.02%
11,824
-3,322
598
$350K 0.02%
4,636
+63
599
$348K 0.02%
8,112
+141
600
$347K 0.02%
+11,900
22 23
24
25 26