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
376
$325K 0.05%
10,797
+5,386
377
$325K 0.05%
6,801
+1,134
378
$324K 0.05%
12,633
-13,575
379
$323K 0.05%
+5,741
380
$323K 0.05%
2,269
-106
381
$323K 0.05%
5,860
+1,435
382
$321K 0.05%
9,693
-1,064
383
$318K 0.05%
22,821
-3,864
384
$317K 0.05%
2,344
-471
385
$316K 0.05%
1,823
+66
386
$316K 0.05%
3,160
-812
387
$316K 0.05%
+12,201
388
$313K 0.05%
10,428
-6,170
389
$312K 0.04%
+8,652
390
$306K 0.04%
1,837
+494
391
$306K 0.04%
5,663
+1,962
392
$305K 0.04%
10,113
-3,413
393
$301K 0.04%
6,035
-438
394
$299K 0.04%
2,177
+73
395
$298K 0.04%
7,369
-176
396
$295K 0.04%
8,271
+2,506
397
$292K 0.04%
10,904
-2,667
398
$291K 0.04%
19,475
+5,582
399
$290K 0.04%
4,605
-315
400
$286K 0.04%
6,299
+789
14 15
16
17 18