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
301
$325K 0.07%
12,191
-459
302
$324K 0.07%
4,854
+82
303
$321K 0.07%
5,822
+81
304
$320K 0.07%
1
305
$319K 0.07%
3,149
+188
306
$318K 0.07%
37,913
+514
307
$318K 0.07%
12,027
-101
308
$316K 0.07%
7,370
+734
309
$315K 0.07%
1,745
+17
310
$313K 0.07%
4,970
+135
311
$312K 0.07%
24,678
312
$311K 0.07%
1,894
-213
313
$310K 0.07%
8,580
+1,300
314
$310K 0.07%
7,835
+488
315
$308K 0.07%
28,480
316
$307K 0.07%
2,307
-775
317
$307K 0.07%
4,163
-6,095
318
$307K 0.07%
8,375
319
$305K 0.07%
1,918
+71
320
$303K 0.07%
+4,460
321
$303K 0.07%
4,729
-132
322
$301K 0.07%
17,001
-527
323
$301K 0.07%
+7,507
324
$300K 0.06%
17,225
+2,500
325
$297K 0.06%
1,472
-63
11 12
13
14 15