IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
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
+$28.1M
3
+$19.3M
4
SPBO icon
State Street SPDR Portfolio Corporate Bond ETF
SPBO
+$18.1M
5
FLGV icon
Franklin US Treasury Bond ETF
FLGV
+$17.7M

Top Sells

1
+$31.5M
2
+$19.5M
3
+$18.9M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$12.7M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$10.6M

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
1001
– –
-13,046
1002
– –
-1,484
1003
– –
-7,920
37 38 39 40
41