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
326
$395K 0.06%
6,832
+2,301
327
$394K 0.06%
8,135
+2,795
328
$392K 0.06%
1,369
+96
329
$388K 0.06%
+12,888
330
$388K 0.06%
9,489
+5,918
331
$387K 0.06%
3,178
+771
332
$386K 0.06%
18,862
+6,137
333
$386K 0.06%
8,925
-11,834
334
$385K 0.06%
13,492
+5,085
335
$372K 0.05%
8,132
-485
336
$364K 0.05%
15,027
-342
337
$361K 0.05%
2,337
-420
338
$361K 0.05%
11,142
-290
339
$358K 0.05%
29,053
+6,467
340
$357K 0.05%
2,582
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341
$356K 0.05%
29,692
-5,492
342
$355K 0.05%
8,020
+680
343
$354K 0.05%
7,665
-60
344
$353K 0.05%
11,919
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345
$349K 0.05%
+6,715
346
$347K 0.05%
3,872
+200
347
$346K 0.05%
12,917
-4,102
348
$346K 0.05%
2,724
+60
349
$345K 0.05%
1,629
-465
350
$344K 0.05%
13,652
+4,256
12 13
14
15 16