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
51
$6.55M 0.41%
34,373
-1,464
52
$6.42M 0.4%
17,535
+589
53
$6.19M 0.39%
87,702
-3,942
54
$6.15M 0.39%
87,237
-519
55
$6.05M 0.38%
69,336
+53,834
56
$6.02M 0.38%
99,775
+31,871
57
$6M 0.38%
35,357
-4,143
58
$5.88M 0.37%
70,816
+34,623
59
$5.81M 0.37%
122,946
-8,433
60
$5.79M 0.36%
71,085
+1,069
61
$5.76M 0.36%
3,436
+98
62
$5.74M 0.36%
18,180
+226
63
$5.71M 0.36%
10,257
-1,170
64
$5.69M 0.36%
505,876
+11,929
65
$5.66M 0.36%
21,496
-927
66
$5.62M 0.35%
26,381
+164
67
$5.45M 0.34%
+240,241
68
$5.29M 0.33%
+195,512
69
$5.16M 0.32%
52,517
+11,230
70
$5.13M 0.32%
24,710
-397
71
$5.09M 0.32%
+93,835
72
$5.07M 0.32%
148,266
+11,484
73
$5.03M 0.32%
55,840
+7,174
74
$5.01M 0.31%
117,910
+4,645
75
$4.94M 0.31%
117,751
-26,947
1 2
3
4 5