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
351
$259K 0.06%
+14,260
352
$258K 0.06%
2,288
+536
353
$257K 0.06%
1,504
354
$255K 0.06%
4,393
-84
355
$255K 0.06%
6,225
-970
356
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1,337
-10
357
$251K 0.05%
+4,553
358
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+702
359
$249K 0.05%
2,476
+11
360
$249K 0.05%
5,355
+320
361
$248K 0.05%
526
-76
362
$248K 0.05%
13,242
+15
363
$248K 0.05%
4,366
+346
364
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2,721
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365
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2,153
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366
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+10,150
367
$244K 0.05%
2,782
368
$243K 0.05%
5,354
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369
$243K 0.05%
9,794
-6,680
370
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2,141
371
$241K 0.05%
5,491
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372
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+3,000
373
$237K 0.05%
10,984
-1,125
374
$236K 0.05%
23,040
375
$236K 0.05%
+4,218
13 14
15
16 17