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
701
$303K 0.02%
+133,037
702
$303K 0.02%
3,083
+237
703
$302K 0.02%
14,950
704
$300K 0.02%
3,094
705
$299K 0.02%
9,905
+15
706
$299K 0.02%
3,194
-35
707
$299K 0.02%
3,225
+871
708
$298K 0.02%
3,795
+1
709
$297K 0.02%
3,223
-213
710
$296K 0.02%
16,561
-2,937
711
$295K 0.02%
2,434
-107
712
$294K 0.02%
2,241
+84
713
$294K 0.02%
3,889
-271
714
$292K 0.02%
919
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715
$288K 0.02%
6,591
716
$287K 0.02%
6,914
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717
$284K 0.02%
13,581
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718
$283K 0.02%
1,825
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719
$283K 0.02%
1,993
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720
$282K 0.02%
21,849
+1,786
721
$281K 0.02%
12,576
722
$279K 0.02%
8,933
-19,663
723
$278K 0.02%
9,855
-2,045
724
$277K 0.02%
3,268
+90
725
$275K 0.02%
4,355
-452
27 28
29
30 31