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
926
$253K 0.01%
+5,101
927
$252K 0.01%
782
-16
928
$252K 0.01%
12,804
-890
929
$251K 0.01%
6,834
-101
930
$251K 0.01%
7,547
+347
931
$251K 0.01%
+3,801
932
$250K 0.01%
468
-7
933
$250K 0.01%
10,194
934
$250K 0.01%
16,804
+262
935
$249K 0.01%
3,326
+7
936
$248K 0.01%
4,649
+151
937
$248K 0.01%
+1,215
938
$248K 0.01%
+2,898
939
$247K 0.01%
4,921
-4,286
940
$246K 0.01%
5,983
-89
941
$245K 0.01%
3,326
+671
942
$243K 0.01%
1,979
+12
943
$242K 0.01%
2,784
-251
944
$242K 0.01%
4,691
+14
945
$241K 0.01%
6,899
946
$240K 0.01%
+4,002
947
$239K 0.01%
2,454
-47
948
$238K 0.01%
20,474
+4,059
949
$238K 0.01%
+9,286
950
$237K 0.01%
+57,000
36 37
38
39 40