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
601
$344K 0.02%
6,963
-787
602
$344K 0.02%
2,458
-20
603
$341K 0.02%
6,895
604
$341K 0.02%
+20,223
605
$341K 0.02%
11,876
+1,728
606
$339K 0.02%
4,441
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607
$339K 0.02%
4,003
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608
$338K 0.02%
6,600
+288
609
$337K 0.02%
19,498
-1,330
610
$336K 0.02%
8,871
+113
611
$334K 0.02%
2,576
+22
612
$333K 0.02%
20,683
-4,138
613
$332K 0.02%
+7,057
614
$331K 0.02%
9,156
-762
615
$329K 0.02%
6,946
-171
616
$329K 0.02%
7,047
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$329K 0.02%
1,782
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619
$327K 0.02%
11,874
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620
$327K 0.02%
4,271
-146
621
$327K 0.02%
2,618
-239
622
$326K 0.02%
10,216
-98
623
$326K 0.02%
974
-285
624
$325K 0.02%
10,937
-1,914
625
$324K 0.02%
+3,047
23 24
25
26 27