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
726
$427K 0.01%
3,570
-577
727
$426K 0.01%
15,150
+6,500
728
$421K 0.01%
1,248
+51
729
$419K 0.01%
10,551
-51
730
$418K 0.01%
+10,398
731
$417K 0.01%
6,005
-1,187
732
$415K 0.01%
222
733
$415K 0.01%
39,350
+6,217
734
$413K 0.01%
15,632
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735
$411K 0.01%
2,294
+427
736
$409K 0.01%
12,115
-552
737
$409K 0.01%
5,642
-3,798
738
$408K 0.01%
15,952
+597
739
$407K 0.01%
7,295
+108
740
$405K 0.01%
+8,315
741
$404K 0.01%
24,216
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742
$402K 0.01%
13,506
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743
$402K 0.01%
11,327
-2,325
744
$400K 0.01%
5,609
+9
745
$399K 0.01%
3,123
-362
746
$399K 0.01%
10,489
+379
747
$398K 0.01%
17,805
-684
748
$398K 0.01%
5,864
-36
749
$396K 0.01%
1,930
-128
750
$395K 0.01%
5,861
-100
28 29
30
31 32