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
1076
$11.5K ﹤0.01%
10,249
-21
1077
$8.94K ﹤0.01%
24,000
1078
$8.45K ﹤0.01%
12,848
-1,788
1079
$7.87K ﹤0.01%
12,000
1080
$7.5K ﹤0.01%
500
1081
$7.46K ﹤0.01%
857
+143
1082
$6.37K ﹤0.01%
10,596
1083
$3.87K ﹤0.01%
553
+2
1084
$3.64K ﹤0.01%
14,000
1085
$1.54K ﹤0.01%
+36,594
1086
– –
-30,543
1087
– –
-10,958
1088
– –
-6,501
1089
– –
-3,220
1090
– –
-11,150
1091
– –
-10,442
1092
– –
-4,077
1093
– –
-4,828
1094
– –
-411
1095
– –
-6,414
1096
– –
-7,218
1097
– –
-3,550
1098
– –
-2,241
1099
– –
-27,325
1100
– –
-11,963
42 43
44
45 46