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
701
$461K 0.01%
21,012
-73
702
$461K 0.01%
118,691
703
$457K 0.01%
1,389
-102
704
$456K 0.01%
4,615
+213
705
$455K 0.01%
23,978
+1,897
706
$454K 0.01%
11,618
+218
707
$451K 0.01%
12,208
-1,872
708
$450K 0.01%
13,954
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709
$450K 0.01%
4,351
-1,183
710
$449K 0.01%
46,435
+1,100
711
$449K 0.01%
6,808
+556
712
$448K 0.01%
+4,262
713
$445K 0.01%
8,570
-1,373
714
$444K 0.01%
2,216
-80
715
$444K 0.01%
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716
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717
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718
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1,720
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719
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7,572
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720
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4,148
-182
721
$432K 0.01%
2,570
-1,067
722
$431K 0.01%
10,210
-173
723
$431K 0.01%
16,082
+1,215
724
$428K 0.01%
+15,421
725
$428K 0.01%
25,520
+4,059
27 28
29
30 31