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
101
$6.55M 0.2%
127,952
+3,513
102
$6.5M 0.2%
77,001
-154
103
$6.48M 0.2%
209,016
+12,049
104
$6.47M 0.2%
31,469
-49
105
$6.44M 0.2%
54,186
-1,146
106
$6.39M 0.2%
277,163
-4,005
107
$6.27M 0.2%
36,778
+16
108
$6.18M 0.19%
+121,803
109
$6.16M 0.19%
67,341
-6,332
110
$6.06M 0.19%
63,506
-5,180
111
$6M 0.19%
68,226
-5,503
112
$5.82M 0.18%
11,168
-675
113
$5.79M 0.18%
61,750
+10,170
114
$5.79M 0.18%
34,697
-50
115
$5.78M 0.18%
10,546
+91
116
$5.76M 0.18%
27,260
-93
117
$5.69M 0.18%
150,848
-108,848
118
$5.65M 0.18%
78,934
-3,910
119
$5.63M 0.18%
134,631
+32,699
120
$5.48M 0.17%
237,837
+14,403
121
$5.48M 0.17%
72,413
-1,430
122
$5.44M 0.17%
60,659
-1,133
123
$5.35M 0.17%
230,864
+12,563
124
$5.29M 0.17%
134,428
+3,825
125
$5.28M 0.16%
112,460
+38,801
3 4
5
6 7