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
1001
$215K 0.01%
6,629
-2,335
1002
$214K 0.01%
3,401
-2,492
1003
$213K 0.01%
12,526
-12,154
1004
$213K 0.01%
3,453
+260
1005
$213K 0.01%
154
-9
1006
$212K 0.01%
4,649
-93
1007
$211K 0.01%
+573
1008
$211K 0.01%
2,401
-1,582
1009
$211K 0.01%
3,334
-1,069
1010
$210K 0.01%
+8,932
1011
$210K 0.01%
+6,360
1012
$210K 0.01%
2,928
-181
1013
$210K 0.01%
2,204
-104
1014
$210K 0.01%
+5,115
1015
$210K 0.01%
2,268
+3
1016
$210K 0.01%
+2,977
1017
$208K 0.01%
+2,594
1018
$208K 0.01%
3,350
-339
1019
$207K 0.01%
+1,593
1020
$207K 0.01%
8,488
+57
1021
$206K 0.01%
+4,937
1022
$206K 0.01%
10,522
-808
1023
$205K 0.01%
1,037
-4
1024
$205K 0.01%
+3,260
1025
$205K 0.01%
1,357
-577
39 40
41
42 43