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
801
$346K 0.01%
8,622
-421
802
$343K 0.01%
4,527
-702
803
$343K 0.01%
12,012
-1,765
804
$342K 0.01%
2,173
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805
$342K 0.01%
9,409
-19,204
806
$342K 0.01%
+9,975
807
$341K 0.01%
+3,416
808
$341K 0.01%
2,684
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809
$341K 0.01%
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810
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811
$339K 0.01%
1,133
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812
$339K 0.01%
1,895
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813
$335K 0.01%
12,941
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814
$334K 0.01%
12,072
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815
$333K 0.01%
689
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818
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3,193
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819
$332K 0.01%
17,089
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820
$332K 0.01%
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821
$332K 0.01%
3,362
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822
$330K 0.01%
5,523
-430
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$330K 0.01%
4,888
-28
824
$330K 0.01%
600
+134
825
$329K 0.01%
2,125
+5
31 32
33
34 35