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
601
$629K 0.02%
5,162
+625
602
$628K 0.02%
1,872
+21
603
$625K 0.02%
20,334
+685
604
$623K 0.02%
21,470
+38
605
$617K 0.02%
14,254
-1,917
606
$616K 0.02%
17,997
+7,998
607
$616K 0.02%
18,589
+3,450
608
$614K 0.02%
18,713
-1,337
609
$613K 0.02%
1,413
+80
610
$602K 0.02%
+73,296
611
$601K 0.02%
127
-2
612
$600K 0.02%
5,852
+11
613
$596K 0.02%
7,422
+524
614
$595K 0.02%
4,923
-144
615
$592K 0.02%
9,375
+1,738
616
$591K 0.02%
9,155
-502
617
$590K 0.02%
4,601
+356
618
$588K 0.02%
7,293
+371
619
$586K 0.02%
10,090
+15
620
$585K 0.02%
14,391
+1,443
621
$581K 0.02%
9,720
-783
622
$579K 0.02%
11,482
+143
623
$576K 0.02%
7,356
-158
624
$575K 0.02%
23,385
+385
625
$575K 0.02%
8,118
-3,378
23 24
25
26 27