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
276
$522K 0.08%
23,369
-8,127
277
$520K 0.07%
+4,317
278
$519K 0.07%
+23,753
279
$515K 0.07%
3,861
-2,481
280
$513K 0.07%
3,554
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281
$510K 0.07%
21,260
-1,400
282
$509K 0.07%
14,124
-4,512
283
$508K 0.07%
16,470
-2,706
284
$507K 0.07%
4,601
-1,520
285
$505K 0.07%
+16,061
286
$498K 0.07%
15,538
287
$496K 0.07%
72,122
-1,482
288
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22,029
+5,868
289
$493K 0.07%
26,660
-16,160
290
$490K 0.07%
20,029
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291
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3,583
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292
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18,410
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293
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34,248
-1,365
294
$478K 0.07%
5,422
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295
$474K 0.07%
9,368
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296
$470K 0.07%
+21,923
297
$469K 0.07%
3,666
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298
$468K 0.07%
9,776
-3,225
299
$468K 0.07%
32,727
-1,122
300
$455K 0.07%
10,140
-65
10 11
12
13 14