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
976
$224K 0.01%
3,265
-28
977
$223K 0.01%
27,400
+300
978
$221K 0.01%
4,336
-1,166
979
$221K 0.01%
5,528
-933
980
$221K 0.01%
3,583
+4
981
$221K 0.01%
+977
982
$221K 0.01%
2,465
-482
983
$221K 0.01%
+4,768
984
$221K 0.01%
+3,258
985
$220K 0.01%
3,060
-14,332
986
$220K 0.01%
4,158
+17
987
$220K 0.01%
1,799
+74
988
$220K 0.01%
10,150
-418
989
$219K 0.01%
+9,727
990
$219K 0.01%
3,681
-2,112
991
$219K 0.01%
10,563
-1,041
992
$219K 0.01%
11,058
-253
993
$218K 0.01%
686
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994
$218K 0.01%
770
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995
$217K 0.01%
1,141
+44
996
$216K 0.01%
+3,021
997
$216K 0.01%
9,788
-36
998
$215K 0.01%
15,776
+826
999
$215K 0.01%
+888
1000
$215K 0.01%
+6,517
38 39
40
41 42