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
726
$275K 0.02%
6,800
-66
727
$273K 0.02%
12,579
+3,039
728
$273K 0.02%
1,507
+201
729
$272K 0.02%
1,865
+83
730
$272K 0.02%
+4,125
731
$270K 0.02%
4,638
-90
732
$270K 0.02%
7,104
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733
$270K 0.02%
+5,505
734
$270K 0.02%
699
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735
$266K 0.02%
6,878
+28
736
$265K 0.02%
2,251
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737
$264K 0.02%
22,403
+2,120
738
$262K 0.02%
17,693
-8,582
739
$262K 0.02%
8,920
-25,715
740
$262K 0.01%
+7,418
741
$261K 0.01%
2,363
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742
$261K 0.01%
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743
$261K 0.01%
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744
$260K 0.01%
861
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745
$260K 0.01%
5,747
-66,505
746
$260K 0.01%
+31,624
747
$260K 0.01%
4,252
+334
748
$259K 0.01%
1,541
-1
749
$258K 0.01%
+8,468
750
$257K 0.01%
6,474
-517
28 29
30
31 32