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
626
$362K 0.02%
14,525
-3,050
627
$358K 0.02%
5,650
+1,462
628
$357K 0.02%
17,973
+1,614
629
$356K 0.02%
10,231
630
$355K 0.02%
+2,990
631
$353K 0.02%
11,764
-112
632
$353K 0.02%
11,818
+1,032
633
$353K 0.02%
13,963
-4,391
634
$351K 0.02%
63
635
$349K 0.02%
+7,735
636
$348K 0.02%
6,150
+1,080
637
$348K 0.02%
2,736
+369
638
$347K 0.02%
6,628
-984
639
$347K 0.02%
4,417
+775
640
$346K 0.02%
2,835
+217
641
$346K 0.02%
7,239
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642
$345K 0.02%
+10,261
643
$344K 0.02%
+9,047
644
$344K 0.02%
4,657
-11,572
645
$343K 0.02%
10,695
-242
646
$343K 0.02%
7,854
-1,578
647
$343K 0.02%
2,368
-90
648
$343K 0.02%
9,168
+12
649
$342K 0.02%
11,150
-253
650
$341K 0.02%
+267
24 25
26
27 28