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
351
$343K 0.05%
1,902
-262
352
$343K 0.05%
11,945
-1,233
353
$341K 0.05%
12,151
-2,523
354
$339K 0.05%
5,572
-128
355
$338K 0.05%
2,344
+321
356
$338K 0.05%
9,927
-257
357
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3,858
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358
$337K 0.05%
16,877
+8,100
359
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11,507
+227
360
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+35,077
361
$334K 0.05%
7,289
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362
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25,372
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363
$333K 0.05%
7,572
-3,291
364
$333K 0.05%
2,019
-594
365
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6,282
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366
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367
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2,302
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368
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8,033
+1,920
369
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11,952
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370
$328K 0.05%
22,750
371
$328K 0.05%
4,035
+26
372
$327K 0.05%
2,667
-318
373
$327K 0.05%
3,400
+150
374
$326K 0.05%
4,323
+311
375
$325K 0.05%
4,541
-892
13 14
15
16 17