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
176
$3.73M 0.12%
13,883
+2,759
177
$3.71M 0.12%
28,766
+572
178
$3.7M 0.12%
59,855
-4,262
179
$3.68M 0.11%
+102,699
180
$3.58M 0.11%
8,538
-1,183
181
$3.57M 0.11%
72,134
-6,063
182
$3.56M 0.11%
+92,679
183
$3.56M 0.11%
41,680
-229
184
$3.56M 0.11%
90,217
+18,379
185
$3.55M 0.11%
63,365
+10,380
186
$3.55M 0.11%
13,714
+937
187
$3.54M 0.11%
49,732
-5,728
188
$3.51M 0.11%
29,335
-9,080
189
$3.5M 0.11%
22,782
-37
190
$3.49M 0.11%
43,040
-26,423
191
$3.47M 0.11%
7,774
+663
192
$3.44M 0.11%
33,472
+2,168
193
$3.41M 0.11%
43,405
-512
194
$3.36M 0.11%
+98,318
195
$3.36M 0.1%
17,616
-48,068
196
$3.35M 0.1%
43,186
+13,936
197
$3.28M 0.1%
148,084
+964
198
$3.27M 0.1%
124,986
-16,574
199
$3.26M 0.1%
36,305
+1,800
200
$3.25M 0.1%
89,679
-244
6 7
8
9 10