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
676
$319K 0.02%
1,377
677
$319K 0.02%
11,206
+1,291
678
$318K 0.02%
20,471
-16,289
679
$317K 0.02%
58,780
+7,424
680
$317K 0.02%
+9,360
681
$316K 0.02%
+6,794
682
$315K 0.02%
10,563
+1,020
683
$314K 0.02%
16,481
+1,724
684
$314K 0.02%
5,421
685
$313K 0.02%
6,300
-18,443
686
$310K 0.02%
+3,784
687
$309K 0.02%
60,886
688
$308K 0.02%
31,057
+600
689
$308K 0.02%
7,601
-102
690
$307K 0.02%
11,140
-734
691
$307K 0.02%
9,703
-1,249
692
$307K 0.02%
27,597
-343
693
$306K 0.02%
11,854
+30
694
$306K 0.02%
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695
$306K 0.02%
7,054
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696
$306K 0.02%
8,118
+103
697
$305K 0.02%
25,224
-139
698
$304K 0.02%
5,015
+415
699
$304K 0.02%
9,903
+135
700
$304K 0.02%
2,946
-101
26 27
28
29 30