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
776
$227K 0.01%
+5,169
777
$226K 0.01%
4,562
-166
778
$224K 0.01%
+47,566
779
$224K 0.01%
2,271
-272
780
$223K 0.01%
+3,800
781
$223K 0.01%
1,012
-289
782
$221K 0.01%
+3,747
783
$221K 0.01%
+5,619
784
$220K 0.01%
+1,594
785
$220K 0.01%
1,073
-137
786
$219K 0.01%
+4,312
787
$219K 0.01%
2,597
788
$218K 0.01%
+1,484
789
$218K 0.01%
5,598
-1,345
790
$217K 0.01%
+2,144
791
$215K 0.01%
4,285
+54
792
$215K 0.01%
+2,304
793
$213K 0.01%
15,096
+271
794
$213K 0.01%
+6,529
795
$212K 0.01%
+2,638
796
$211K 0.01%
+3,315
797
$211K 0.01%
+923
798
$210K 0.01%
2,848
-500
799
$209K 0.01%
16,600
800
$206K 0.01%
+6,746
30 31
32
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