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
901
$271K 0.01%
1,573
902
$271K 0.01%
5,560
+1
903
$270K 0.01%
24,845
-5,068
904
$270K 0.01%
7,800
-2,680
905
$269K 0.01%
3,701
+414
906
$269K 0.01%
25,984
+26
907
$269K 0.01%
21,295
+148
908
$268K 0.01%
6,480
+712
909
$267K 0.01%
70
+1
910
$267K 0.01%
69,949
+56,860
911
$266K 0.01%
3,354
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912
$265K 0.01%
3,281
-69
913
$264K 0.01%
4,257
-109
914
$264K 0.01%
27,201
+276
915
$264K 0.01%
2,317
+238
916
$263K 0.01%
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917
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1,429
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918
$261K 0.01%
24,335
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919
$260K 0.01%
609
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920
$257K 0.01%
5,509
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921
$257K 0.01%
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922
$257K 0.01%
34,441
-2,750
923
$256K 0.01%
+193
924
$255K 0.01%
12,693
-942
925
$253K 0.01%
4,159
+105
35 36
37
38 39