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
626
$573K 0.02%
14,841
+413
627
$571K 0.02%
17,561
628
$571K 0.02%
17,164
-4,420
629
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5,053
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$567K 0.02%
19,172
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631
$566K 0.02%
11,129
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632
$564K 0.02%
3,208
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633
$563K 0.02%
22,059
-51
634
$563K 0.02%
2,306
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635
$562K 0.02%
24,253
-2,737
636
$561K 0.02%
+8,640
637
$560K 0.02%
50,108
-2,172
638
$557K 0.02%
20,199
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639
$547K 0.02%
8,387
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640
$546K 0.02%
2,870
-2,881
641
$546K 0.02%
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642
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5,931
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643
$543K 0.02%
54,665
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644
$543K 0.02%
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-172
645
$543K 0.02%
15,140
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646
$542K 0.02%
11,420
-1,042
647
$540K 0.02%
5,113
+332
648
$540K 0.02%
2,061
+79
649
$539K 0.02%
11,773
+785
650
$539K 0.02%
11,958
-592
24 25
26
27 28