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
1126
– –
-6,414
1127
– –
-21,959
1128
– –
-19,626
1129
– –
-8,780
1130
– –
-8,245
1131
– –
-11,325
1132
– –
-12,079
1133
– –
-6,048
1134
– –
-4,756
1135
– –
-9,776
1136
– –
-27,745
1137
– –
-35,917
1138
– –
-10,422
1139
– –
-1,435
1140
– –
-12,791
1141
– –
-1,749
1142
– –
-28,000
1143
– –
-6,047
1144
– –
-856
1145
– –
-7,218
1146
– –
-7,500
1147
– –
-3,550
1148
– –
-2,241
1149
– –
-27,325
1150
– –
-21,540
43 44 45
46
47