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
$695M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$9.74M
2
+$8.98M
3
+$8.6M
4
ABBV icon
AbbVie
ABBV
+$4.35M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.68M

Top Sells

1
+$7.86M
2
+$6.95M
3
+$6.86M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.48M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.7M

Sector Composition

1 Healthcare 10.25%
2 Technology 8.2%
3 Communication Services 4.19%
4 Consumer Discretionary 4.15%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$658K 0.09%
46,790
-593
227
$657K 0.09%
10,412
-146
228
$648K 0.09%
12,418
+4,274
229
$648K 0.09%
53,154
-1,269
230
$647K 0.09%
98,323
+2,500
231
$646K 0.09%
18,987
+7,692
232
$645K 0.09%
7,500
+411
233
$640K 0.09%
21,048
-3,390
234
$637K 0.09%
2,928
-99
235
$637K 0.09%
18,318
-1,156
236
$635K 0.09%
3,674
-847
237
$630K 0.09%
12,920
+74
238
$629K 0.09%
8,894
-2,521
239
$627K 0.09%
4,092
+36
240
$625K 0.09%
8,686
+604
241
$625K 0.09%
21,993
-402
242
$619K 0.09%
21,052
-1,210
243
$604K 0.09%
31,635
+489
244
$604K 0.09%
17,699
+738
245
$603K 0.09%
4,341
-470
246
$601K 0.09%
13,476
+1,268
247
$601K 0.09%
19,858
+14,352
248
$600K 0.09%
16,099
+7,914
249
$595K 0.09%
123,095
-47,711
250
$594K 0.09%
29,275
+4,497
8 9
10
11 12