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
751
$257K 0.01%
7,741
+268
752
$257K 0.01%
2,835
-460
753
$257K 0.01%
+3,489
754
$256K 0.01%
2,004
+57
755
$254K 0.01%
1,214
-25
756
$254K 0.01%
2,759
+138
757
$252K 0.01%
13,764
-1,857
758
$252K 0.01%
+839
759
$251K 0.01%
9,856
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760
$250K 0.01%
1,156
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761
$249K 0.01%
+12,354
762
$249K 0.01%
2,220
-84
763
$248K 0.01%
15,354
-158
764
$248K 0.01%
7,938
-19,001
765
$248K 0.01%
1,612
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766
$247K 0.01%
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767
$247K 0.01%
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768
$243K 0.01%
2,190
-352
769
$242K 0.01%
13,703
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770
$242K 0.01%
4,065
+1
771
$240K 0.01%
4,902
-2,044
772
$240K 0.01%
20,700
773
$240K 0.01%
+1,397
774
$239K 0.01%
10,990
-424
775
$238K 0.01%
+6,054
29 30
31
32 33