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
776
$237K 0.01%
10,288
-750
777
$237K 0.01%
+8,100
778
$236K 0.01%
2,339
-733
779
$236K 0.01%
2,108
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780
$236K 0.01%
4,341
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781
$235K 0.01%
+1,375
782
$235K 0.01%
6,297
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783
$235K 0.01%
4,346
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784
$234K 0.01%
18,100
+1,500
785
$234K 0.01%
5,499
-120
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$234K 0.01%
11,258
-5,765
787
$232K 0.01%
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788
$232K 0.01%
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789
$232K 0.01%
2,909
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790
$231K 0.01%
1,710
-1,272
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$231K 0.01%
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7,641
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794
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795
$230K 0.01%
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796
$229K 0.01%
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797
$229K 0.01%
12,437
-1,190
798
$229K 0.01%
1,180
+168
799
$229K 0.01%
9,849
-18,973
800
$227K 0.01%
1,215
-166
30 31
32
33 34