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
676
$285K 0.02%
2,846
+493
677
$285K 0.02%
5,070
-1,380
678
$285K 0.02%
11,821
+255
679
$284K 0.02%
1,580
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680
$284K 0.02%
13,477
+157
681
$284K 0.02%
3,072
-496
682
$283K 0.02%
7,703
-435
683
$281K 0.02%
690
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684
$281K 0.02%
9,352
685
$281K 0.02%
13,347
-6,965
686
$281K 0.02%
14,757
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687
$280K 0.02%
34,781
+5,330
688
$280K 0.02%
1,087
-93
689
$278K 0.02%
15,621
-81
690
$277K 0.02%
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$275K 0.02%
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$271K 0.02%
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$271K 0.02%
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695
$270K 0.02%
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$270K 0.02%
4,600
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697
$269K 0.02%
40,372
+5,924
698
$269K 0.02%
4,801
-8,996
699
$267K 0.02%
1,628
-90
700
$267K 0.02%
4,610
-1,577
26 27
28
29 30