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
251
$591K 0.09%
5,094
-405
252
$591K 0.09%
18,622
253
$589K 0.08%
+4,033
254
$589K 0.08%
4,849
+290
255
$586K 0.08%
13,976
+5,768
256
$585K 0.08%
29,220
-5,240
257
$584K 0.08%
76,290
+1,400
258
$583K 0.08%
10,191
+6,317
259
$582K 0.08%
13,021
+1,514
260
$582K 0.08%
111,131
+635
261
$577K 0.08%
11,546
-741
262
$571K 0.08%
17,519
-1,649
263
$570K 0.08%
134,375
+2,205
264
$568K 0.08%
23,277
-1,456
265
$567K 0.08%
14,790
-6,774
266
$565K 0.08%
16,170
+2,205
267
$564K 0.08%
15,891
-785
268
$562K 0.08%
11,562
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269
$561K 0.08%
11,704
-1,253
270
$555K 0.08%
2,331
+1,158
271
$538K 0.08%
12,072
-5,041
272
$536K 0.08%
11,004
-188
273
$532K 0.08%
5,725
+1,853
274
$527K 0.08%
14,331
-3,618
275
$524K 0.08%
+18,404
9 10
11
12 13