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
726
$252K 0.02%
901
-33
727
$251K 0.02%
787
+128
728
$251K 0.02%
6,699
+36
729
$251K 0.02%
3,466
+150
730
$250K 0.02%
974
-44
731
$249K 0.02%
13,605
+1,198
732
$249K 0.02%
9,829
+40
733
$249K 0.02%
2,070
-192
734
$248K 0.02%
6,177
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735
$248K 0.02%
2,156
+2
736
$248K 0.02%
2,157
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737
$248K 0.02%
11,414
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738
$246K 0.02%
20,283
+3,322
739
$246K 0.02%
2,541
+231
740
$246K 0.02%
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741
$245K 0.02%
7,699
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742
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743
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744
$242K 0.02%
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745
$240K 0.02%
3,918
+314
746
$240K 0.02%
4,432
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747
$240K 0.02%
+10,758
748
$240K 0.02%
6,902
-1,307
749
$239K 0.02%
4,365
+24
750
$239K 0.02%
5,221
-396
28 29
30
31 32