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
– –
-4,353
1102
– –
-6,875
1103
– –
-26,157
1104
– –
-3,508
1105
– –
-4,398
1106
– –
-8,268
1107
– –
-10,223
1108
– –
-5,910
1109
– –
-3,475
1110
– –
-1,305
1111
– –
-6,414
1112
– –
-21,959
1113
– –
-19,626
1114
– –
-8,780
1115
– –
-8,245
1116
– –
-11,325
1117
– –
-12,079
1118
– –
-6,048
1119
– –
-7,500
1120
– –
-3,550
1121
– –
-27,325
1122
– –
-11,963
1123
– –
-13,350
1124
– –
-8,160
1125
– –
-21,540
43 44
45
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