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
151
$2.34M 0.13%
61,455
-1,827
152
$2.33M 0.13%
72,153
-44,082
153
$2.33M 0.13%
33,584
-147
154
$2.31M 0.13%
50,657
-994
155
$2.3M 0.13%
32,875
+9,941
156
$2.29M 0.13%
13,844
+2,470
157
$2.26M 0.13%
38,017
+16,171
158
$2.22M 0.13%
27,029
-6,640
159
$2.18M 0.12%
9,015
+352
160
$2.17M 0.12%
3,769
+368
161
$2.17M 0.12%
95,865
+8,721
162
$2.17M 0.12%
15,838
+121
163
$2.15M 0.12%
23,132
-837
164
$2.14M 0.12%
11,305
+701
165
$2.12M 0.12%
20,367
+1,739
166
$2.11M 0.12%
40,488
+2,597
167
$2.09M 0.12%
21,336
+3,454
168
$2.09M 0.12%
32,810
-841
169
$2.08M 0.12%
23,331
-730
170
$2.08M 0.12%
10,332
-71
171
$2.08M 0.12%
26,643
+6,155
172
$2.07M 0.12%
25,674
-800
173
$2.05M 0.12%
41,005
-1,941
174
$2.02M 0.12%
162,310
+8,013
175
$1.99M 0.11%
31,613
-603
5 6
7
8 9