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
1101
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-1,202
1102
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1103
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-9,777
1104
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-5,050
1105
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-2,737
1106
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-1,227
1107
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-6,875
1108
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-26,157
1109
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-9,769
1110
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-17,103
1111
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-1,210
1112
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-19,085
1113
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-5,394
1114
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-15,068
1115
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-3,508
1116
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-4,398
1117
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-8,268
1118
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-10,223
1119
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1120
– –
-3,475
1121
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-1,305
1122
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-10,442
1123
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-4,077
1124
– –
-4,828
1125
– –
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