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
1101
– –
-13,350
1102
– –
-11,110
1103
– –
-16,437
1104
– –
-4,926
1105
– –
-8,959
1106
– –
-15,224
1107
– –
-5,038
1108
– –
-1,531
1109
– –
-1,202
1110
– –
-5,855
1111
– –
-9,777
1112
– –
-5,050
1113
– –
-2,737
1114
– –
-1,227
1115
– –
-4,353
1116
– –
-6,875
1117
– –
-26,157
1118
– –
-9,769
1119
– –
-9,220
1120
– –
-171,033
1121
– –
-1,210
1122
– –
-19,085
1123
– –
-5,394
1124
– –
-15,068
1125
– –
-3,508
43 44
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