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
901
$93.9K 0.01%
13,027
+35
902
$93.3K 0.01%
16,060
903
$92.3K 0.01%
11,397
-496
904
$89.5K 0.01%
12,339
-238
905
$88.8K 0.01%
65,770
+13,628
906
$84.3K ﹤0.01%
38,850
+10,000
907
$77.5K ﹤0.01%
683
-57
908
$76.5K ﹤0.01%
+15,000
909
$75K ﹤0.01%
41
+15
910
$74.9K ﹤0.01%
12,688
+234
911
$70.1K ﹤0.01%
+13,499
912
$69.8K ﹤0.01%
1,312
+100
913
$69.2K ﹤0.01%
3,957
-124
914
$68K ﹤0.01%
54,395
-500
915
$66.5K ﹤0.01%
+10,721
916
$66K ﹤0.01%
32,500
-642
917
$65.1K ﹤0.01%
12,645
918
$65.1K ﹤0.01%
+5,425
919
$63.2K ﹤0.01%
5,545
+2,050
920
$61.1K ﹤0.01%
49,302
+7,550
921
$61K ﹤0.01%
1,444
+114
922
$56.3K ﹤0.01%
26,800
923
$49.8K ﹤0.01%
+10,892
924
$48.2K ﹤0.01%
7,611
+838
925
$47.9K ﹤0.01%
1,154
-154
35 36
37
38 39