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
776
$370K 0.01%
3,075
-1,706
777
$369K 0.01%
9,522
-1,008
778
$368K 0.01%
3,667
+153
779
$368K 0.01%
14,600
-35,706
780
$368K 0.01%
25,191
+1,375
781
$367K 0.01%
11,340
-489
782
$366K 0.01%
1,102
783
$365K 0.01%
1,755
-88
784
$364K 0.01%
10,382
-7,351
785
$363K 0.01%
3,773
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786
$363K 0.01%
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787
$362K 0.01%
8,736
-189
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$362K 0.01%
8,987
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789
$362K 0.01%
14,335
+1,250
790
$361K 0.01%
1,416
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791
$361K 0.01%
19,873
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792
$358K 0.01%
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793
$356K 0.01%
14,751
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794
$355K 0.01%
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795
$355K 0.01%
10,561
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796
$354K 0.01%
3,319
-7
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$353K 0.01%
18,542
-8,645
798
$353K 0.01%
7,702
+1,480
799
$350K 0.01%
4,726
-61
800
$347K 0.01%
30,933
-233
30 31
32
33 34