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
$1.59B
AUM Growth
+$276M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
958
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$20.1M
3
+$18.9M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$15.5M
5
QABA icon
First Trust NASDAQ ABA Community Bank Index Fund
QABA
+$9.88M

Top Sells

1
+$2.72M
2
+$2.51M
3
+$2.27M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.62M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.47M

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
76
$4.89M 0.31%
474,469
+7,540
77
$4.85M 0.3%
51,738
+4,259
78
$4.76M 0.3%
31,361
-1,759
79
$4.72M 0.3%
+319,351
80
$4.62M 0.29%
61,592
-2,650
81
$4.44M 0.28%
69,829
+368
82
$4.39M 0.28%
105,566
+42,934
83
$4.38M 0.28%
47,942
-2,491
84
$4.29M 0.27%
308,892
-28,044
85
$4.24M 0.27%
23,611
-88
86
$4.11M 0.26%
186,527
+8,937
87
$4.1M 0.26%
25,807
+904
88
$4.07M 0.26%
31,526
+1,530
89
$4.05M 0.25%
153,207
+57,339
90
$4.02M 0.25%
122,106
-4,666
91
$4M 0.25%
84,632
+496
92
$3.96M 0.25%
60,157
-5,941
93
$3.9M 0.25%
27,808
-297
94
$3.88M 0.24%
8,491
-438
95
$3.81M 0.24%
43,882
-1,374
96
$3.78M 0.24%
73,733
+3,253
97
$3.75M 0.24%
31,171
+1,919
98
$3.72M 0.23%
76,800
-10,105
99
$3.71M 0.23%
170,315
+16,244
100
$3.66M 0.23%
182,388
+34,060
2 3
4
5 6