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
851
$204K 0.01%
2,916
-32
852
$203K 0.01%
+5,262
853
$202K 0.01%
2,719
-366
854
$202K 0.01%
5,133
-4,906
855
$202K 0.01%
+3,197
856
$201K 0.01%
+4,042
857
$201K 0.01%
32,753
+363
858
$201K 0.01%
982
+59
859
$201K 0.01%
+1,119
860
$198K 0.01%
261,223
-7,644
861
$196K 0.01%
13,298
+144
862
$193K 0.01%
12,292
+16
863
$173K 0.01%
2,848
864
$173K 0.01%
+11,800
865
$172K 0.01%
4,894
-225
866
$171K 0.01%
15,280
+184
867
$170K 0.01%
15,377
868
$168K 0.01%
14,542
869
$166K 0.01%
14,464
+1,185
870
$165K 0.01%
13,078
+908
871
$164K 0.01%
30,876
+92
872
$164K 0.01%
13,105
-273
873
$163K 0.01%
+11,790
874
$158K 0.01%
16,350
-1,200
875
$157K 0.01%
19,343
-1,503
33 34
35
36 37