IWM
IHT Wealth Management Portfolio holdings
AUM
$3.64B
1-Year Return
15.77%
This Quarter Return
+7.47%
1 Year Return
+15.77%
3 Year Return
+63.37%
5 Year Return
+110.54%
10 Year Return
–
AUM
$1.75B
AUM Growth
+$160M
(+10%)
Cap. Flow
+$92.5M
Cap. Flow
% of AUM
5.28%
Top 10 Holdings %
Top 10 Hldgs %
21.24%
Holding
1,009
New
107
Increased
494
Reduced
310
Closed
58
Top Buys
| 1 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$30.1M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$28.8M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$19.3M |
| 4 |
SPDR Portfolio Corporate Bond ETF
SPBO
|
$18.3M |
| 5 |
Franklin US Treasury Bond ETF
FLGV
|
$17.8M |
Top Sells
Sector Composition
| 1 | Technology | 9.22% |
| 2 | Consumer Discretionary | 3.81% |
| 3 | Financials | 3.68% |
| 4 | Healthcare | 3.36% |
| 5 | Industrials | 3% |
