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
201
$1.73M 0.1%
20,849
+5
202
$1.72M 0.1%
12,997
+532
203
$1.71M 0.1%
45,804
+2,030
204
$1.71M 0.1%
59,821
+521
205
$1.71M 0.1%
31,650
-363
206
$1.7M 0.1%
83,008
-17,075
207
$1.68M 0.1%
26,288
-404
208
$1.67M 0.1%
41,502
+2,193
209
$1.67M 0.1%
13,419
+116
210
$1.66M 0.09%
44,974
-1,150
211
$1.66M 0.09%
37,096
+4
212
$1.65M 0.09%
3,993
+40
213
$1.64M 0.09%
51,088
-33,758
214
$1.64M 0.09%
58,393
+780
215
$1.63M 0.09%
22,807
+4,003
216
$1.63M 0.09%
4,980
+167
217
$1.62M 0.09%
32,086
+15,028
218
$1.62M 0.09%
29,193
+1,707
219
$1.62M 0.09%
31,954
-1,568
220
$1.61M 0.09%
62,896
-8,448
221
$1.59M 0.09%
16,274
+970
222
$1.59M 0.09%
7,974
+391
223
$1.58M 0.09%
62,079
+2,820
224
$1.57M 0.09%
16,259
+406
225
$1.56M 0.09%
7,348
+1,295
7 8
9
10 11