IWM

IHT Wealth Management Portfolio holdings

AUM $3.64B
1-Year Est. Return 15.77%
This Quarter Est. Return
1 Year Est. Return
+15.77%
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
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
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
1
$67.4M 3.85%
408,761
+14,707
2
$46.4M 2.65%
144,560
+10,631
3
$45.3M 2.59%
110,685
+1,427
4
$40.3M 2.3%
801,274
+598,213
5
$39.2M 2.24%
814,197
+598,387
6
$28.7M 1.64%
892,427
+263,624
7
$27.8M 1.59%
950,035
+625,195
8
$26.7M 1.52%
92,564
+3,352
9
$26M 1.48%
1,225,259
+840,094
10
$24.4M 1.39%
599,026
-480,631
11
$24.1M 1.37%
434,842
+8,998
12
$23.9M 1.37%
58,194
-1,622
13
$21.7M 1.24%
210,465
+16,121
14
$20.5M 1.17%
136,063
-3,477
15
$19.8M 1.13%
394,400
+383,618
16
$16.6M 0.95%
597,610
+27,990
17
$16.2M 0.93%
131,219
-2,896
18
$15.9M 0.91%
149,858
+31,370
19
$15.7M 0.9%
416,626
+151,542
20
$15.6M 0.89%
+386,656
21
$15.1M 0.86%
586,049
-415,635
22
$15.1M 0.86%
84,703
+10,156
23
$13.9M 0.8%
316,963
+199,053
24
$11.5M 0.66%
88,918
-4,230
25
$11.4M 0.65%
56,087
+1,492
1
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