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
576
$409K 0.02%
2,858
-723
577
$409K 0.02%
7,118
-1,022
578
$405K 0.02%
2,124
-360
579
$405K 0.02%
3,063
+224
580
$404K 0.02%
30,992
+912
581
$404K 0.02%
1,921
-153
582
$404K 0.02%
2,050
+422
583
$404K 0.02%
+15,582
584
$403K 0.02%
39,745
+4,964
585
$403K 0.02%
7,550
+2
586
$403K 0.02%
6,060
+154
587
$401K 0.02%
6,566
+573
588
$401K 0.02%
13,009
+3,142
589
$399K 0.02%
2,887
+29
590
$398K 0.02%
14,302
+428
591
$397K 0.02%
5,701
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592
$397K 0.02%
16,187
+4,366
593
$395K 0.02%
7,631
+245
594
$395K 0.02%
4,209
-205
595
$394K 0.02%
4,946
+208
596
$391K 0.02%
851
+76
597
$389K 0.02%
21,207
+5,155
598
$389K 0.02%
7,721
+3,140
599
$389K 0.02%
7,138
600
$388K 0.02%
22,284
-1,164
22 23
24
25 26