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
$3.2B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$53.2M
2
+$28.4M
3
+$24.4M
4
YEAR icon
AB Ultra Short Income ETF
YEAR
+$20.8M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$16.6M

Top Sells

1
+$26.6M
2
+$18M
3
+$12.9M
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$9.46M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$9.3M

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%
1,285
-179
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
– –
-4,353
1087
– –
-11,963
1088
– –
-13,350
1089
– –
-8,160
1090
– –
-30,543
1091
– –
-10,958
1092
– –
-6,501
1093
– –
-3,220
1094
– –
-11,150
1095
– –
-16,437
1096
– –
-4,926
1097
– –
-8,959
1098
– –
-15,224
1099
– –
-5,038
1100
– –
-1,531
42 43
44
45 46