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
176
$1.98M 0.11%
64,012
+9,958
177
$1.98M 0.11%
17,347
+1,454
178
$1.98M 0.11%
103,235
+17,647
179
$1.98M 0.11%
112,759
-315
180
$1.97M 0.11%
101,971
+17,418
181
$1.96M 0.11%
8,554
+317
182
$1.96M 0.11%
38,595
+6,387
183
$1.94M 0.11%
85,968
+10,244
184
$1.93M 0.11%
153,461
+6,661
185
$1.93M 0.11%
36,296
-205
186
$1.93M 0.11%
+76,931
187
$1.91M 0.11%
33,762
-510
188
$1.89M 0.11%
80,746
+25,853
189
$1.89M 0.11%
27,261
+2,663
190
$1.88M 0.11%
14,378
+1,991
191
$1.86M 0.11%
79,141
-235,630
192
$1.85M 0.11%
49,485
+4,155
193
$1.85M 0.11%
9,534
+155
194
$1.84M 0.1%
17,035
-1,373
195
$1.82M 0.1%
87,048
-1,686
196
$1.8M 0.1%
45,716
+31,533
197
$1.8M 0.1%
25,845
+1,492
198
$1.75M 0.1%
61,246
+256
199
$1.75M 0.1%
25,844
-1,140
200
$1.74M 0.1%
149,109
+5,810
6 7
8
9 10