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
701
$265K 0.02%
20,063
+1,264
702
$265K 0.02%
1,947
+6
703
$265K 0.02%
25,363
+953
704
$263K 0.02%
6,866
-182
705
$262K 0.02%
4,728
-183
706
$261K 0.02%
5,537
707
$261K 0.02%
1,542
+2
708
$261K 0.02%
+4,830
709
$261K 0.02%
+6,373
710
$261K 0.02%
6,850
+27
711
$260K 0.02%
3,304
-1,857
712
$260K 0.02%
3,178
713
$260K 0.02%
4,188
-2,491
714
$259K 0.02%
+3,085
715
$258K 0.02%
+4,715
716
$258K 0.02%
268,867
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717
$258K 0.02%
51,356
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718
$257K 0.02%
16,052
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719
$256K 0.02%
10,564
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720
$256K 0.02%
24,315
-87,195
721
$255K 0.02%
3,092
-1,053
722
$255K 0.02%
2,210
-144
723
$254K 0.02%
+7,449
724
$254K 0.02%
4,395
-27
725
$253K 0.02%
10,838
-948
27 28
29
30 31