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
876
$75.8K ﹤0.01%
11,589
-3,600
877
$69.8K ﹤0.01%
28,850
-1,000
878
$69.8K ﹤0.01%
6,773
+1,420
879
$68K ﹤0.01%
1,330
+145
880
$65.9K ﹤0.01%
54,895
-4,400
881
$58K ﹤0.01%
+15,110
882
$47.3K ﹤0.01%
1,308
883
$45.5K ﹤0.01%
+12,648
884
$44.4K ﹤0.01%
16,506
+15
885
$41.5K ﹤0.01%
12,645
-14,300
886
$40.5K ﹤0.01%
14,350
-10,414
887
$36.7K ﹤0.01%
26,800
+4,800
888
$34.7K ﹤0.01%
1,740
889
$28.6K ﹤0.01%
1,813
890
$28.5K ﹤0.01%
11,235
891
$22K ﹤0.01%
39
892
$18.4K ﹤0.01%
1,507
893
$14.7K ﹤0.01%
3,495
+350
894
$14.6K ﹤0.01%
+10,000
895
$12.2K ﹤0.01%
21,449
+800
896
$11.4K ﹤0.01%
667
897
$10.9K ﹤0.01%
+63,666
898
$9.02K ﹤0.01%
40,975
899
$8.46K ﹤0.01%
1,045
-16
900
$5.07K ﹤0.01%
+500
34 35
36
37 38