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
276
$380K 0.08%
17,489
+1,900
277
$379K 0.08%
5,169
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278
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279
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15,053
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281
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3,703
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282
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5,983
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283
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284
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285
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286
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287
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288
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289
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290
$349K 0.08%
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291
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293
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294
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19,879
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295
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296
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18,089
297
$337K 0.07%
4,028
+462
298
$332K 0.07%
4,907
+117
299
$326K 0.07%
2,230
+71
300
$326K 0.07%
6,181
+827
10 11
12
13 14