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
851
$308K 0.01%
12,957
-30,327
852
$307K 0.01%
2,758
+355
853
$307K 0.01%
2,809
-589
854
$306K 0.01%
8,100
-2,318
855
$305K 0.01%
3,674
+35
856
$305K 0.01%
2,633
-1,702
857
$301K 0.01%
4,381
-81
858
$300K 0.01%
8,052
+1,419
859
$300K 0.01%
+7,500
860
$299K 0.01%
657
-7
861
$299K 0.01%
3,659
-3,865
862
$298K 0.01%
2,853
-104
863
$298K 0.01%
10,886
-30,857
864
$296K 0.01%
+8,318
865
$296K 0.01%
+7,721
866
$294K 0.01%
10,976
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867
$293K 0.01%
11,546
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$293K 0.01%
21,113
-3,996
869
$293K 0.01%
+1,501
870
$292K 0.01%
15,392
871
$290K 0.01%
4,488
+152
872
$290K 0.01%
2,328
+12
873
$289K 0.01%
19,229
-229
874
$288K 0.01%
6,780
-7
875
$287K 0.01%
3,088
33 34
35
36 37