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
126
$5.26M 0.16%
9,693
-227
127
$5.25M 0.16%
112,134
+64,630
128
$5.25M 0.16%
139,969
-5,137
129
$5.17M 0.16%
39,011
+640
130
$5.15M 0.16%
34,381
+8,630
131
$5.12M 0.16%
139,001
+10,128
132
$5.11M 0.16%
27,176
-829
133
$5.06M 0.16%
86,772
+1,029
134
$5.06M 0.16%
49,477
+1,162
135
$4.94M 0.15%
118,263
-4,367
136
$4.89M 0.15%
343,039
+92,438
137
$4.86M 0.15%
67,859
-2,213
138
$4.8M 0.15%
59,248
+337
139
$4.76M 0.15%
27,919
+5,099
140
$4.75M 0.15%
+85,448
141
$4.68M 0.15%
17,956
+6,599
142
$4.57M 0.14%
49,516
-5,069
143
$4.5M 0.14%
48,184
-8,609
144
$4.47M 0.14%
129,629
+101,159
145
$4.44M 0.14%
87,664
-11,834
146
$4.43M 0.14%
32,567
-50
147
$4.42M 0.14%
85,800
-122
148
$4.41M 0.14%
+209,937
149
$4.39M 0.14%
195,595
+167,630
150
$4.36M 0.14%
44,170
+6,288
4 5
6
7 8