IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
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
+$53.2M
2
+$28.4M
3
+$24.4M
4
YEAR icon
AB Ultra Short Income ETF
YEAR
+$20.8M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$16.6M

Top Sells

1
+$26.6M
2
+$18M
3
+$12.9M
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$9.46M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$9.3M

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
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754
$391K 0.01%
10,258
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$390K 0.01%
40,680
756
$390K 0.01%
3,861
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757
$389K 0.01%
64,596
758
$389K 0.01%
16,084
-7,773
759
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5,517
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760
$386K 0.01%
47,900
761
$384K 0.01%
10,007
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762
$384K 0.01%
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$381K 0.01%
7,943
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$381K 0.01%
58,182
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765
$380K 0.01%
6,609
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766
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52
770
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771
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8,537
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$374K 0.01%
112,105
+35,000
774
$372K 0.01%
2,259
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775
$371K 0.01%
1,497
-51
29 30
31
32 33