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
151
$2.36M 0.15%
63,282
-131
152
$2.36M 0.15%
39,631
+5,472
153
$2.32M 0.15%
25,315
-10,685
154
$2.29M 0.14%
124,247
+2,181
155
$2.28M 0.14%
52,643
-12
156
$2.28M 0.14%
8,663
-115
157
$2.27M 0.14%
15,239
-597
158
$2.26M 0.14%
47,068
+5,669
159
$2.24M 0.14%
47,123
+2,462
160
$2.24M 0.14%
19,688
-2,245
161
$2.21M 0.14%
26,417
+2,128
162
$2.16M 0.14%
19,670
-2,227
163
$2.16M 0.14%
33,731
-229
164
$2.15M 0.14%
10,403
+2,160
165
$2.15M 0.13%
42,946
-2,466
166
$2.13M 0.13%
15,717
+1,416
167
$2.12M 0.13%
57,432
+661
168
$2.08M 0.13%
26,474
-1,020
169
$2.06M 0.13%
33,522
+5,143
170
$2.02M 0.13%
100,083
+1,938
171
$2.01M 0.13%
24,061
-986
172
$2.01M 0.13%
21,554
+737
173
$1.97M 0.12%
8,237
+62
174
$1.97M 0.12%
33,651
+110
175
$1.96M 0.12%
59,300
+7,211
5 6
7
8 9