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
676
$494K 0.02%
+14,687
677
$494K 0.02%
11,006
+63
678
$493K 0.02%
17,328
-2,967
679
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1,629
-56
680
$488K 0.02%
5,995
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681
$488K 0.02%
21,247
-7,364
682
$486K 0.02%
1,000
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683
$484K 0.02%
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684
$484K 0.02%
4,691
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685
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686
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3,510
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687
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7,530
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688
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2,202
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689
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3,024
-231
690
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691
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693
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10,736
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2,317
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695
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2,371
696
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4,203
-3,556
697
$465K 0.01%
14,363
-2,612
698
$463K 0.01%
40,570
+16,775
699
$463K 0.01%
5,113
+2,641
700
$462K 0.01%
9,269
-2,410
26 27
28
29 30