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
76
$9.38M 0.29%
100,154
-2,490
77
$9.12M 0.28%
31,620
+8,148
78
$9.09M 0.28%
33,569
+32,606
79
$8.87M 0.28%
51,360
+6,786
80
$8.76M 0.27%
44,282
+406
81
$8.68M 0.27%
130,804
+17,967
82
$8.14M 0.25%
101,930
-125
83
$8.11M 0.25%
241,944
-16,587
84
$8.09M 0.25%
103,359
+10,471
85
$8M 0.25%
319,297
+6,899
86
$7.98M 0.25%
48,105
+1,309
87
$7.52M 0.23%
24,074
-765
88
$7.47M 0.23%
328,604
+46,004
89
$7.39M 0.23%
38,087
-239
90
$7.32M 0.23%
349,632
+11,878
91
$7.31M 0.23%
92,589
+6,346
92
$7.3M 0.23%
75,717
-12,773
93
$7.25M 0.23%
69,478
+4,592
94
$7.19M 0.22%
191,699
+185,689
95
$7.16M 0.22%
165,241
+100,129
96
$6.79M 0.21%
155,037
-15,909
97
$6.75M 0.21%
60,405
+5,812
98
$6.69M 0.21%
150,135
-810
99
$6.65M 0.21%
41,904
+410
100
$6.64M 0.21%
81,279
+1,166
2 3
4
5 6