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
1026
$205K 0.01%
2,034
-131
1027
$205K 0.01%
3,534
-57
1028
$205K 0.01%
+773
1029
$204K 0.01%
11,855
+3
1030
$204K 0.01%
2,737
+4
1031
$204K 0.01%
12,604
+12
1032
$204K 0.01%
10,498
+322
1033
$203K 0.01%
+6,250
1034
$203K 0.01%
8,740
+35
1035
$203K 0.01%
+4,680
1036
$203K 0.01%
+1,480
1037
$201K 0.01%
1,357
-175
1038
$201K 0.01%
+327
1039
$201K 0.01%
+4,160
1040
$200K 0.01%
2,091
-361
1041
$200K 0.01%
915
-184
1042
$200K 0.01%
6,023
-125
1043
$200K 0.01%
24,607
-5,014
1044
$200K 0.01%
14,641
+2,809
1045
$191K 0.01%
18,527
-1,525
1046
$186K 0.01%
11,700
-300
1047
$179K 0.01%
42,146
+1,679
1048
$178K 0.01%
68,376
+54,725
1049
$176K 0.01%
11,303
+199
1050
$175K 0.01%
15,035
+250
40 41
42
43 44