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
876
$154K 0.01%
25,420
-631
877
$153K 0.01%
14,562
-398
878
$152K 0.01%
+10,850
879
$149K 0.01%
+21,406
880
$145K 0.01%
14,009
+139
881
$143K 0.01%
13,610
+35
882
$143K 0.01%
11,406
+10
883
$143K 0.01%
10,231
884
$142K 0.01%
34,573
+140
885
$141K 0.01%
+12,804
886
$133K 0.01%
+11,613
887
$133K 0.01%
11,241
-765
888
$133K 0.01%
+12,000
889
$130K 0.01%
10,676
890
$126K 0.01%
14,931
+3
891
$125K 0.01%
10,016
-1,754
892
$122K 0.01%
10,848
+560
893
$119K 0.01%
11,815
-22,997
894
$117K 0.01%
+14,193
895
$116K 0.01%
30,250
896
$104K 0.01%
1,287
+10
897
$98.6K 0.01%
10,849
-9,507
898
$96.2K 0.01%
+26,290
899
$95.9K 0.01%
16,045
900
$94.2K 0.01%
20,000
-2,029
34 35
36
37 38