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
51
$13.6M 0.43%
232,962
-2,824
52
$13.1M 0.41%
84,567
-1,096
53
$13M 0.41%
62,008
-778
54
$13M 0.41%
77,463
+14,537
55
$12.9M 0.4%
129,289
-32,223
56
$12.9M 0.4%
25,009
-813
57
$12.4M 0.39%
64,159
+35,004
58
$12.3M 0.39%
157,351
+10,612
59
$12.3M 0.38%
34,045
+467
60
$12.2M 0.38%
246,011
-80,421
61
$11.7M 0.37%
118,570
-50,556
62
$11.5M 0.36%
67,693
+7,549
63
$11.5M 0.36%
32,742
-959
64
$11.4M 0.35%
139,100
+17,961
65
$11.2M 0.35%
273,823
-129,178
66
$11.1M 0.35%
221,508
+23,979
67
$11.1M 0.35%
29,804
+1,812
68
$11M 0.34%
119,095
-7,783
69
$10.8M 0.34%
62,111
-3,324
70
$10.6M 0.33%
268,667
+73,505
71
$10.4M 0.32%
81,788
+4,414
72
$10.2M 0.32%
612,222
+173,680
73
$10M 0.31%
74,032
-2,977
74
$9.79M 0.31%
26,722
+2,442
75
$9.51M 0.3%
10,039
+289
1 2
3
4 5