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
51
$6.82M 0.39%
52,341
+1,946
52
$6.71M 0.38%
36,625
+1,268
53
$6.65M 0.38%
31,394
+223
54
$6.62M 0.38%
23,686
+2,190
55
$6.39M 0.36%
25,599
-782
56
$6.37M 0.36%
141,115
+23,364
57
$6.35M 0.36%
129,141
+6,195
58
$6.23M 0.36%
99,859
+84
59
$6.08M 0.35%
68,440
-2,645
60
$5.89M 0.34%
19,952
+1,772
61
$5.84M 0.33%
79,130
-8,572
62
$5.73M 0.33%
230,564
+209,230
63
$5.63M 0.32%
120,185
+98,745
64
$5.61M 0.32%
24,864
+154
65
$5.6M 0.32%
507,734
+1,858
66
$5.57M 0.32%
96,033
+48,965
67
$5.49M 0.31%
72,019
+1,203
68
$5.36M 0.31%
58,792
+2,952
69
$5.22M 0.3%
68,309
+32,470
70
$5.18M 0.3%
158,559
+5,352
71
$5.15M 0.29%
102,079
+17,447
72
$5.11M 0.29%
313,468
+4,576
73
$5.1M 0.29%
54,084
+2,346
74
$5.08M 0.29%
33,944
+2,418
75
$5.03M 0.29%
49,760
-2,757
1 2
3
4 5