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
1051
$172K 0.01%
13,105
1052
$168K 0.01%
14,542
1053
$147K ﹤0.01%
10,181
+20
1054
$129K ﹤0.01%
10,490
1055
$126K ﹤0.01%
+16,215
1056
$102K ﹤0.01%
+13,379
1057
$95.5K ﹤0.01%
+10,678
1058
$88.5K ﹤0.01%
217,383
-3,292
1059
$87.6K ﹤0.01%
15,175
+1,165
1060
$85.7K ﹤0.01%
10,386
1061
$79.3K ﹤0.01%
38,497
1062
$78.6K ﹤0.01%
11,425
1063
$67.3K ﹤0.01%
12,113
+107
1064
$63.8K ﹤0.01%
12,107
-152,580
1065
$56.5K ﹤0.01%
10,000
1066
$54K ﹤0.01%
14,144
+3,848
1067
$53.7K ﹤0.01%
33,750
+6,400
1068
$49.1K ﹤0.01%
12,700
1069
$46.6K ﹤0.01%
32,121
1070
$44.6K ﹤0.01%
50,345
-890
1071
$34K ﹤0.01%
17,000
+5,000
1072
$34K ﹤0.01%
52,080
1073
$31.8K ﹤0.01%
+11,110
1074
$14K ﹤0.01%
10,402
-100
1075
$13.5K ﹤0.01%
11,612
-2,375
41 42
43
44 45