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
576
$686K 0.02%
15,623
+331
577
$681K 0.02%
1,858
-63
578
$673K 0.02%
+5,764
579
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14,582
-327
580
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2,927
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581
$669K 0.02%
21,965
-5,353
582
$663K 0.02%
10,927
+1,878
583
$663K 0.02%
9,043
-767
584
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3,160
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585
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20,752
-1,325
586
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10,365
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587
$655K 0.02%
9,164
+13
588
$653K 0.02%
26,186
+6,349
589
$651K 0.02%
15,821
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590
$651K 0.02%
12,294
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591
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333
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592
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13,360
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593
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3,446
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594
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9,518
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595
$644K 0.02%
4,966
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596
$642K 0.02%
14,180
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597
$641K 0.02%
7,789
-105
598
$639K 0.02%
13,348
+2,950
599
$638K 0.02%
5,502
+75
600
$633K 0.02%
30,492
+5,985
22 23
24
25 26