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
926
$41.3K ﹤0.01%
16,341
-165
927
$38.6K ﹤0.01%
+2,869
928
$36.8K ﹤0.01%
12,693
+45
929
$33.5K ﹤0.01%
95,501
+31,835
930
$29.5K ﹤0.01%
15,110
931
$28.9K ﹤0.01%
1,813
932
$23.8K ﹤0.01%
1,368
-372
933
$19.3K ﹤0.01%
31,493
+10,044
934
$13.2K ﹤0.01%
+11,027
935
$13K ﹤0.01%
10,000
936
$12K ﹤0.01%
40
+1
937
$10K ﹤0.01%
+1,833
938
$9.79K ﹤0.01%
40,975
939
$7.69K ﹤0.01%
1,045
940
$6.63K ﹤0.01%
667
941
– –
0
942
$5.93K ﹤0.01%
500
943
$4.57K ﹤0.01%
+370
944
$2.46K ﹤0.01%
11,613
945
$852 ﹤0.01%
+27,600
946
– –
-13,046
947
– –
-1,484
948
– –
-8,548
949
– –
-195,512
950
– –
-4,782
36 37
38
39 40