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
601
$388K 0.02%
5,722
-301
602
$387K 0.02%
10,879
+1,949
603
$387K 0.02%
+12,489
604
$386K 0.02%
10,090
-204
605
$383K 0.02%
2,752
-1,885
606
$381K 0.02%
2,662
+86
607
$377K 0.02%
13,568
+7,750
608
$376K 0.02%
+8,573
609
$373K 0.02%
83,931
+36,365
610
$372K 0.02%
19,215
+1,450
611
$372K 0.02%
+15,349
612
$372K 0.02%
7,925
-1,899
613
$372K 0.02%
10,530
+314
614
$371K 0.02%
5,086
-60
615
$370K 0.02%
8,181
-1,919
616
$369K 0.02%
+4,232
617
$369K 0.02%
1,443
-3
618
$368K 0.02%
9,675
+1,512
619
$368K 0.02%
9,226
+140
620
$367K 0.02%
6,655
-9,667
621
$367K 0.02%
13,032
+2,468
622
$366K 0.02%
2,472
-222
623
$365K 0.02%
+11,285
624
$365K 0.02%
7,262
+319
625
$364K 0.02%
6,910
+310
23 24
25
26 27