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
826
$188K 0.01%
10,213
-2,613
827
$188K 0.01%
12,276
-145
828
$184K 0.01%
17,550
+700
829
$182K 0.01%
13,378
830
$178K 0.01%
5,119
831
$176K 0.01%
30,784
+91
832
$173K 0.01%
2,366
+320
833
$172K 0.01%
14,542
834
$169K 0.01%
20,700
835
$167K 0.01%
13,154
-8,513
836
$167K 0.01%
20,846
-904
837
$166K 0.01%
+13,046
838
$165K 0.01%
15,377
839
$162K 0.01%
25,429
+13,930
840
$156K 0.01%
+17,592
841
$150K 0.01%
13,870
+149
842
$148K 0.01%
13,279
-2,399
843
$148K 0.01%
103,018
+73,737
844
$146K 0.01%
12,006
+1,403
845
$146K 0.01%
14,960
+3,449
846
$145K 0.01%
10,231
-24
847
$143K 0.01%
13,575
+35
848
$141K 0.01%
12,170
+7
849
$135K 0.01%
11,396
-1,867
850
$134K 0.01%
34,433
+6
32 33
34
35 36