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
$1.75B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,009
New
Increased
Reduced
Closed

Top Buys

1
+$30.1M
2
+$28.8M
3
+$19.3M
4
SPBO icon
State Street SPDR Portfolio Corporate Bond ETF
SPBO
+$18.3M
5
FLGV icon
Franklin US Treasury Bond ETF
FLGV
+$17.8M

Top Sells

1
+$30.3M
2
+$19.6M
3
+$19M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$12M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$10.7M

Sector Composition

1 Technology 9.22%
2 Consumer Discretionary 3.81%
3 Financials 3.68%
4 Healthcare 3.36%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.71M 0.21%
165,109
+27,960
102
$3.66M 0.21%
40,430
+38
103
$3.64M 0.21%
77,430
+5,512
104
$3.63M 0.21%
56,580
+4,250
105
$3.61M 0.21%
7,645
+835
106
$3.61M 0.21%
157,756
+26,815
107
$3.57M 0.2%
30,828
-16
108
$3.54M 0.2%
72,604
+9,809
109
$3.54M 0.2%
22,998
+700
110
$3.5M 0.2%
157,178
-13,137
111
$3.47M 0.2%
32,930
+7,466
112
$3.45M 0.2%
88,728
+8,490
113
$3.43M 0.2%
14,019
-167
114
$3.31M 0.19%
13,888
+3,563
115
$3.24M 0.19%
31,888
-129
116
$3.19M 0.18%
172,540
+14,136
117
$3.14M 0.18%
76,873
+3,140
118
$3.08M 0.18%
159,807
+4,476
119
$2.98M 0.17%
38,646
+12,229
120
$2.96M 0.17%
99,190
+8,595
121
$2.95M 0.17%
13,633
-108
122
$2.93M 0.17%
98,834
+3,479
123
$2.93M 0.17%
15,756
+320
124
$2.91M 0.17%
57,719
-1,843
125
$2.88M 0.16%
180,840
+9,408
3 4
5
6 7