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
651
$537K 0.02%
4,930
-891
652
$537K 0.02%
6,804
-3,747
653
$536K 0.02%
+13,563
654
$533K 0.02%
5,215
-618
655
$532K 0.02%
11,316
+2,500
656
$528K 0.02%
10,256
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657
$526K 0.02%
2,384
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658
$524K 0.02%
1,196
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659
$523K 0.02%
10,823
-22,036
660
$521K 0.02%
11,755
-5,441
661
$514K 0.02%
11,850
+1,970
662
$513K 0.02%
9,970
-5
663
$510K 0.02%
10,974
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664
$509K 0.02%
13,147
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665
$508K 0.02%
98,434
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666
$507K 0.02%
11,465
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$507K 0.02%
622
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668
$506K 0.02%
4,248
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669
$506K 0.02%
1,497
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670
$505K 0.02%
2,875
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671
$504K 0.02%
9,087
+2,777
672
$504K 0.02%
3,655
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673
$497K 0.02%
17,754
+3,118
674
$497K 0.02%
4,268
-5,899
675
$496K 0.02%
9,799
-2,800
25 26
27
28 29