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
151
$4.31M 0.13%
63,391
-54,541
152
$4.31M 0.13%
5,413
+1,077
153
$4.29M 0.13%
51,287
+385
154
$4.23M 0.13%
35,779
-6,795
155
$4.23M 0.13%
32,164
-314
156
$4.2M 0.13%
+128,821
157
$4.19M 0.13%
34,587
-1,511
158
$4.19M 0.13%
22,478
-1,179
159
$4.18M 0.13%
7,647
+1,197
160
$4.16M 0.13%
164,121
+3,741
161
$4.11M 0.13%
145,285
-13,606
162
$4.09M 0.13%
16,461
+469
163
$4.02M 0.13%
88,661
+4,260
164
$3.98M 0.12%
151,216
+123,264
165
$3.98M 0.12%
80,244
+1,241
166
$3.96M 0.12%
64,097
-1,019
167
$3.93M 0.12%
106,576
-7,884
168
$3.9M 0.12%
64,924
+17,585
169
$3.87M 0.12%
54,637
+1,832
170
$3.85M 0.12%
12,351
-432
171
$3.85M 0.12%
83,658
-28,416
172
$3.84M 0.12%
11,636
+1,699
173
$3.82M 0.12%
109,770
+96,085
174
$3.76M 0.12%
10,659
+4,105
175
$3.73M 0.12%
40,173
-412
5 6
7
8 9