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
826
$328K 0.01%
21,494
-1,757
827
$327K 0.01%
7,777
-287
828
$327K 0.01%
1,218
-132
829
$326K 0.01%
8,239
+355
830
$325K 0.01%
14,652
-3,821
831
$324K 0.01%
9,358
-21,309
832
$324K 0.01%
11,709
-26
833
$323K 0.01%
4,700
834
$322K 0.01%
4,379
+21
835
$320K 0.01%
+11,893
836
$320K 0.01%
8,769
-9,990
837
$319K 0.01%
16,337
+4,258
838
$317K 0.01%
5,773
+35
839
$316K 0.01%
4,358
-169
840
$316K 0.01%
4,602
+58
841
$314K 0.01%
13,296
842
$314K 0.01%
9,667
-24,195
843
$313K 0.01%
719
-39
844
$312K 0.01%
3,270
-60
845
$311K 0.01%
5,059
-495
846
$310K 0.01%
5,468
-456
847
$308K 0.01%
6,314
-5,446
848
$308K 0.01%
8,635
+732
849
$308K 0.01%
+10,238
850
$308K 0.01%
1,927
+31
32 33
34
35 36