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
176
$1.95M 0.12%
10,604
-2,085
177
$1.94M 0.12%
18,408
-3,326
178
$1.93M 0.12%
15,893
-2,380
179
$1.91M 0.12%
87,144
-9,444
180
$1.9M 0.12%
29,233
-7,905
181
$1.87M 0.12%
3,401
+26
182
$1.86M 0.12%
45,330
-3,591
183
$1.86M 0.12%
22,695
-1,497
184
$1.85M 0.12%
18,628
+1,513
185
$1.83M 0.12%
154,297
+10,454
186
$1.82M 0.11%
36,501
187
$1.8M 0.11%
88,734
-3,084
188
$1.79M 0.11%
37,891
+299
189
$1.79M 0.11%
23,969
+1,310
190
$1.78M 0.11%
32,216
+711
191
$1.77M 0.11%
24,598
+757
192
$1.75M 0.11%
12,387
-2,024
193
$1.74M 0.11%
24,353
+5,220
194
$1.74M 0.11%
11,764
-231
195
$1.73M 0.11%
60,990
+1,096
196
$1.72M 0.11%
20,844
-2,021
197
$1.72M 0.11%
26,984
-2,773
198
$1.71M 0.11%
146,800
-14,415
199
$1.7M 0.11%
26,826
-1,234
200
$1.7M 0.11%
37,092
-1,022
6 7
8
9 10