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
$1.59B
AUM Growth
+$276M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
958
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$20.1M
3
+$18.9M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$15.5M
5
QABA icon
First Trust NASDAQ ABA Community Bank Index Fund
QABA
+$9.88M

Top Sells

1
+$2.72M
2
+$2.51M
3
+$2.27M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.62M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.47M

Sector Composition

1 Technology 7.71%
2 Financials 3.94%
3 Healthcare 3.74%
4 Consumer Discretionary 3.38%
5 Industrials 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.62M 0.23%
11,346
+743
102
$3.62M 0.23%
10,400
+332
103
$3.61M 0.23%
6,810
-1,106
104
$3.61M 0.23%
74,059
+2,309
105
$3.53M 0.22%
19,544
-1,371
106
$3.48M 0.22%
30,844
-4
107
$3.44M 0.22%
27,954
-2,680
108
$3.43M 0.22%
40,392
-13,675
109
$3.4M 0.21%
43,740
+11,289
110
$3.39M 0.21%
22,298
-3,235
111
$3.34M 0.21%
32,017
-124
112
$3.33M 0.21%
116,235
-37,233
113
$3.33M 0.21%
71,918
+38,353
114
$3.22M 0.2%
72,252
+30,083
115
$3.21M 0.2%
30,515
+1,557
116
$3.16M 0.2%
80,238
-2,908
117
$3.04M 0.19%
14,186
+1,884
118
$3.03M 0.19%
137,149
-29,267
119
$2.95M 0.19%
130,941
-28,134
120
$2.93M 0.18%
62,795
+678
121
$2.93M 0.18%
52,330
+1,900
122
$2.91M 0.18%
59,562
+9,105
123
$2.91M 0.18%
13,566
+826
124
$2.86M 0.18%
+90,595
125
$2.86M 0.18%
155,331
+4,896
3 4
5
6 7