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
76
$4.98M 0.28%
112,999
+7,433
77
$4.93M 0.28%
166,549
-188,936
78
$4.89M 0.28%
172,470
-186,899
79
$4.79M 0.27%
31,437
+76
80
$4.72M 0.27%
58,485
+14,745
81
$4.62M 0.26%
63,349
+1,757
82
$4.58M 0.26%
25,119
+5,575
83
$4.57M 0.26%
73,732
+3,903
84
$4.53M 0.26%
45,215
+1,333
85
$4.5M 0.26%
131,905
+9,799
86
$4.34M 0.25%
46,660
-1,282
87
$4.32M 0.25%
26,486
+2,875
88
$4.29M 0.24%
487,872
+13,403
89
$4.26M 0.24%
8,570
+79
90
$4.21M 0.24%
26,510
+703
91
$4.13M 0.24%
74,540
+481
92
$4.13M 0.24%
62,138
+1,981
93
$4.09M 0.23%
185,081
-1,446
94
$4.04M 0.23%
10,471
-875
95
$4.03M 0.23%
29,211
+1,403
96
$4.03M 0.23%
30,844
+329
97
$3.88M 0.22%
36,853
+11,538
98
$3.86M 0.22%
77,215
+415
99
$3.84M 0.22%
10,579
+179
100
$3.74M 0.21%
187,539
+5,151
2 3
4
5 6