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
201
$1.7M 0.11%
11,374
+768
202
$1.7M 0.11%
20,488
-7,014
203
$1.69M 0.11%
3,953
+10
204
$1.68M 0.11%
32,013
-1,597
205
$1.67M 0.11%
75,724
-3,128
206
$1.66M 0.1%
7,000
-3,676
207
$1.66M 0.1%
16,340
-1,318
208
$1.65M 0.1%
4,813
-181
209
$1.63M 0.1%
15,853
+416
210
$1.63M 0.1%
9,379
+763
211
$1.62M 0.1%
85,588
-18,473
212
$1.61M 0.1%
71,040
-2,160
213
$1.61M 0.1%
84,553
-18,179
214
$1.6M 0.1%
16,229
-1,363
215
$1.6M 0.1%
34,272
216
$1.59M 0.1%
32,208
-23,563
217
$1.59M 0.1%
54,054
-20,013
218
$1.57M 0.1%
46,124
+110
219
$1.56M 0.1%
26,692
-3,893
220
$1.56M 0.1%
57,613
-11,261
221
$1.56M 0.1%
143,299
+8,277
222
$1.55M 0.1%
22,934
-9,494
223
$1.54M 0.1%
15,304
+517
224
$1.51M 0.1%
43,774
+1,793
225
$1.51M 0.09%
27,486
-5,027
7 8
9
10 11