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
826
$214K 0.01%
+745
827
$213K 0.01%
+3,366
828
$213K 0.01%
+4,522
829
$212K 0.01%
18,640
-7,250
830
$211K 0.01%
15,716
-1,142
831
$211K 0.01%
11,822
+189
832
$211K 0.01%
7,702
-1,023
833
$210K 0.01%
+5,640
834
$210K 0.01%
4,089
-473
835
$210K 0.01%
+25,228
836
$209K 0.01%
+4,559
837
$208K 0.01%
+7,728
838
$208K 0.01%
+3,103
839
$207K 0.01%
+4,113
840
$207K 0.01%
3,239
+77
841
$207K 0.01%
+469
842
$207K 0.01%
18,022
843
$206K 0.01%
976
-97
844
$206K 0.01%
+894
845
$206K 0.01%
+3,525
846
$206K 0.01%
+2,916
847
$206K 0.01%
39,092
+13,663
848
$205K 0.01%
4,453
-165
849
$205K 0.01%
+11,320
850
$204K 0.01%
3,482
+88
32 33
34
35 36