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
751
$239K 0.02%
11,874
-949
752
$239K 0.02%
+7,365
753
$239K 0.02%
13,627
-2,746
754
$238K 0.02%
+11,038
755
$238K 0.02%
3,885
-29
756
$238K 0.01%
2,621
-326
757
$237K 0.01%
1,058
-14
758
$236K 0.01%
1,239
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759
$236K 0.01%
15,512
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760
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1,381
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761
$235K 0.01%
+29,034
762
$233K 0.01%
8,400
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763
$233K 0.01%
+5,554
764
$233K 0.01%
1,306
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765
$233K 0.01%
4,701
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766
$232K 0.01%
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$231K 0.01%
4,581
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769
$230K 0.01%
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770
$229K 0.01%
2,109
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771
$229K 0.01%
4,064
-2,373
772
$229K 0.01%
1,447
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773
$227K 0.01%
6,425
-443
774
$227K 0.01%
3,573
-380
775
$227K 0.01%
20,356
-1,581
29 30
31
32 33