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
801
$206K 0.01%
16,858
-1,175
802
$206K 0.01%
5,958
-395
803
$206K 0.01%
2,948
-194
804
$206K 0.01%
1,245
-51
805
$205K 0.01%
11,770
-2,552
806
$205K 0.01%
8,736
807
$204K 0.01%
+10,871
808
$204K 0.01%
1,144
-672
809
$204K 0.01%
+3,162
810
$204K 0.01%
+6,580
811
$203K 0.01%
32,390
+396
812
$203K 0.01%
+4,618
813
$203K 0.01%
+1,625
814
$203K 0.01%
1,843
-610
815
$203K 0.01%
+4,610
816
$202K 0.01%
17,765
+475
817
$202K 0.01%
18,022
818
$202K 0.01%
100
-67
819
$201K 0.01%
+11,633
820
$201K 0.01%
+3,394
821
$201K 0.01%
6,154
-1,391
822
$200K 0.01%
2,046
-186
823
$198K 0.01%
10,454
-300
824
$194K 0.01%
+17,682
825
$193K 0.01%
6,863
+2,605
31 32
33
34 35