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
626
$323K 0.02%
8,163
+1,859
627
$323K 0.02%
6,943
628
$323K 0.02%
+2,007
629
$322K 0.02%
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-116
630
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13,874
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631
$321K 0.02%
2,667
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$321K 0.02%
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633
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634
$321K 0.02%
4,738
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635
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636
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3,156
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637
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638
$317K 0.02%
+8,015
639
$317K 0.02%
16,359
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640
$317K 0.02%
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641
$317K 0.02%
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$314K 0.02%
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645
$314K 0.02%
3,642
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$314K 0.02%
8,930
-5,157
647
$312K 0.02%
2,694
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648
$312K 0.02%
32,909
-182
649
$311K 0.02%
9,867
+384
650
$310K 0.02%
+607
24 25
26
27 28