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
751
$393K 0.01%
620
-62
752
$391K 0.01%
6,690
-56
753
$391K 0.01%
7,828
+74
754
$391K 0.01%
10,258
+287
755
$390K 0.01%
40,680
756
$390K 0.01%
3,861
+162
757
$389K 0.01%
64,596
758
$389K 0.01%
16,084
-7,773
759
$387K 0.01%
5,517
+677
760
$386K 0.01%
47,900
761
$384K 0.01%
10,007
-617
762
$384K 0.01%
8,942
-345
763
$381K 0.01%
7,943
-233
764
$381K 0.01%
58,182
+20,822
765
$380K 0.01%
6,609
-8,263
766
$380K 0.01%
8,940
-62
767
$380K 0.01%
31,742
-1,230
768
$378K 0.01%
9,719
-382
769
$377K 0.01%
52
770
$376K 0.01%
+2,692
771
$375K 0.01%
1,414
-1,100
772
$375K 0.01%
8,537
-102
773
$374K 0.01%
112,105
+35,000
774
$372K 0.01%
2,259
-258
775
$371K 0.01%
1,497
-51
29 30
31
32 33