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
801
$227K 0.01%
+5,731
802
$225K 0.01%
5,556
+117
803
$225K 0.01%
1,206
-241
804
$224K 0.01%
+2,150
805
$224K 0.01%
5,597
+43
806
$223K 0.01%
11,577
+1,123
807
$223K 0.01%
9,150
-1,688
808
$222K 0.01%
1,408
-512
809
$221K 0.01%
10,963
-911
810
$220K 0.01%
+4,917
811
$220K 0.01%
+6,807
812
$220K 0.01%
11,477
+1,220
813
$220K 0.01%
6,771
-928
814
$219K 0.01%
6,876
+130
815
$219K 0.01%
+3,031
816
$218K 0.01%
3,786
+39
817
$217K 0.01%
6,651
-714
818
$217K 0.01%
5,699
-1,000
819
$217K 0.01%
4,911
-310
820
$216K 0.01%
2,547
-50
821
$216K 0.01%
+1,617
822
$216K 0.01%
3,584
-28
823
$216K 0.01%
6,426
+272
824
$215K 0.01%
6,819
+290
825
$214K 0.01%
5,221
-451
31 32
33
34 35