IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.59B
AUM Growth
+$276M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
958
New
Increased
Reduced
Closed

Top Buys

1
+$29.1M
2
+$19.7M
3
+$18.6M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$15.6M
5
QABA icon
First Trust NASDAQ ABA Community Bank Index Fund
QABA
+$10.2M

Top Sells

1
+$2.72M
2
+$2.51M
3
+$2.5M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.64M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.48M

Sector Composition

1 Technology 7.71%
2 Financials 3.94%
3 Healthcare 3.74%
4 Consumer Discretionary 3.38%
5 Industrials 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
– –
-1,357
952
– –
-25,000
953
– –
-130
954
– –
-13,010
955
– –
-11,433
956
– –
-8,502
957
– –
-600
958
– –
-17,368
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