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
951
$237K 0.01%
+10,517
952
$237K 0.01%
+7,195
953
$236K 0.01%
3,326
-37
954
$236K 0.01%
16,542
-211
955
$235K 0.01%
5,129
+356
956
$235K 0.01%
3,064
-85
957
$234K 0.01%
5,974
-157
958
$233K 0.01%
+2,913
959
$233K 0.01%
+674
960
$233K 0.01%
+4,029
961
$231K 0.01%
2,568
-54
962
$231K 0.01%
412
-43
963
$231K 0.01%
3,805
-387
964
$230K 0.01%
6,665
965
$229K 0.01%
1,348
+10
966
$228K 0.01%
11,292
-948
967
$228K 0.01%
5,663
-382
968
$228K 0.01%
3,860
+60
969
$227K 0.01%
3,460
-34
970
$226K 0.01%
5,600
-1,276
971
$226K 0.01%
1,933
+14
972
$226K 0.01%
575
-6
973
$225K 0.01%
4,413
-3,429
974
$225K 0.01%
+3,663
975
$224K 0.01%
+1,550
37 38
39
40 41