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
251
$425K 0.09%
4,831
+96
252
$425K 0.09%
2,094
-176
253
$419K 0.09%
3,210
+41
254
$419K 0.09%
10,212
-13,231
255
$418K 0.09%
3,682
+459
256
$416K 0.09%
3,118
257
$406K 0.09%
11,008
+4
258
$406K 0.09%
17,363
-2,890
259
$404K 0.09%
5,167
+484
260
$404K 0.09%
1,495
+302
261
$404K 0.09%
9,419
+1,222
262
$403K 0.09%
16,602
263
$401K 0.09%
1,960
+272
264
$400K 0.09%
9,567
+124
265
$394K 0.09%
1,758
+64
266
$394K 0.09%
4,004
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267
$394K 0.09%
8,585
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268
$393K 0.09%
6,096
-52
269
$391K 0.08%
5,767
+38
270
$388K 0.08%
7,606
-801
271
$387K 0.08%
4,642
+780
272
$387K 0.08%
7,044
+387
273
$385K 0.08%
3,006
274
$385K 0.08%
3,480
-276
275
$384K 0.08%
8,815
+1,244
9 10
11
12 13