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
126
$2.84M 0.16%
130,041
+1,221
127
$2.82M 0.16%
22,069
+2,399
128
$2.8M 0.16%
14,649
+1,083
129
$2.78M 0.16%
26,107
+1,127
130
$2.76M 0.16%
73,952
+1,613
131
$2.73M 0.16%
5,774
+102
132
$2.64M 0.15%
12,514
-385
133
$2.57M 0.15%
49,158
+2,035
134
$2.57M 0.15%
7,718
-57,005
135
$2.56M 0.15%
20,625
+937
136
$2.54M 0.15%
25,130
+588
137
$2.54M 0.15%
46,378
-504
138
$2.51M 0.14%
53,776
+1,133
139
$2.5M 0.14%
93,422
-442
140
$2.5M 0.14%
72,240
+27,040
141
$2.49M 0.14%
33,750
+4,517
142
$2.47M 0.14%
70,600
-5,552
143
$2.43M 0.14%
152,453
+3,126
144
$2.43M 0.14%
132,708
+8,461
145
$2.42M 0.14%
38,720
-2,617
146
$2.41M 0.14%
14,543
-696
147
$2.41M 0.14%
120,789
+5,289
148
$2.39M 0.14%
40,120
+489
149
$2.37M 0.14%
18,046
+1,706
150
$2.37M 0.14%
60,082
+2,650
4 5
6
7 8