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
851
$132K 0.01%
740
-225
852
$127K 0.01%
10,676
853
$125K 0.01%
+10,123
854
$122K 0.01%
22,029
+13
855
$120K 0.01%
30,250
+100
856
$120K 0.01%
26,051
+2,278
857
$112K 0.01%
12,577
-881
858
$108K 0.01%
12,992
-1,535
859
$104K 0.01%
13,010
-450
860
$101K 0.01%
11,893
-589
861
$97K 0.01%
52,142
+13,905
862
$95.8K 0.01%
14,928
-3,254
863
$94.3K 0.01%
4,081
+231
864
$92.1K 0.01%
10,288
-3,480
865
$89.5K 0.01%
16,045
866
$88.9K 0.01%
1,277
867
$87.6K 0.01%
19,212
+2,317
868
$85.6K 0.01%
+10,505
869
$84.5K 0.01%
16,060
+200
870
$83.2K 0.01%
33,142
871
$82K 0.01%
1,212
-82
872
$77.6K ﹤0.01%
12,454
-1,054
873
$77.5K ﹤0.01%
+7,473
874
$76.4K ﹤0.01%
41,752
+4,193
875
$75.9K ﹤0.01%
26
33 34
35
36 37