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
$462M
AUM Growth
+$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$6.06M
2
+$4M
3
+$3.99M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.41M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.53M

Top Sells

1
+$4.39M
2
+$3.26M
3
+$2.03M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$1.99M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$800K

Sector Composition

1 Technology 7.14%
2 Healthcare 5.19%
3 Consumer Discretionary 4.79%
4 Communication Services 4.69%
5 Financials 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$510K 0.11%
5,854
+777
227
$507K 0.11%
13,311
-1,925
228
$501K 0.11%
+20,850
229
$501K 0.11%
4,498
+571
230
$497K 0.11%
7,369
-228
231
$495K 0.11%
12,519
-5,202
232
$493K 0.11%
2,632
-7
233
$484K 0.1%
7,939
-297
234
$482K 0.1%
4,701
+314
235
$475K 0.1%
14,492
-133
236
$469K 0.1%
3,229
-87
237
$467K 0.1%
9,298
+3,292
238
$462K 0.1%
10,959
+21
239
$456K 0.1%
1,713
+58
240
$454K 0.1%
+7,845
241
$454K 0.1%
1,431
+58
242
$453K 0.1%
5,621
-1,030
243
$449K 0.1%
29,580
+8,870
244
$444K 0.1%
2,951
+64
245
$444K 0.1%
7,808
-458
246
$443K 0.1%
10,925
+634
247
$437K 0.09%
15,513
-20,398
248
$435K 0.09%
7,892
-652
249
$433K 0.09%
11,526
250
$429K 0.09%
4,077
+30
8 9
10
11 12