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
201
$3.19M 0.1%
56,328
-6,371
202
$3.18M 0.1%
6,767
-1,722
203
$3.16M 0.1%
19,639
-590
204
$3.15M 0.1%
72,617
+1,506
205
$3.09M 0.1%
32,936
-2,301
206
$3.08M 0.1%
23,261
-632
207
$3.07M 0.1%
174,635
+17,613
208
$2.97M 0.09%
34,033
-3,763
209
$2.94M 0.09%
+308,500
210
$2.89M 0.09%
155,259
-10,353
211
$2.88M 0.09%
19,646
+4,326
212
$2.87M 0.09%
65,888
+1,629
213
$2.87M 0.09%
43,253
+16,553
214
$2.83M 0.09%
+97,624
215
$2.83M 0.09%
11,856
-92
216
$2.8M 0.09%
26,581
-770
217
$2.78M 0.09%
38,145
+13,856
218
$2.78M 0.09%
46,494
-2,120
219
$2.78M 0.09%
+40,538
220
$2.76M 0.09%
19,719
+740
221
$2.76M 0.09%
62,670
+36,970
222
$2.75M 0.09%
12,408
+1,529
223
$2.75M 0.09%
12,992
-609
224
$2.75M 0.09%
19,124
-610
225
$2.73M 0.09%
46,368
+189
7 8
9
10 11