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
401
$209K 0.05%
+2,171
402
$205K 0.04%
+3,534
403
$205K 0.04%
+8,821
404
$194K 0.04%
22,788
-1,488
405
$185K 0.04%
15,880
406
$173K 0.04%
+15,600
407
$157K 0.03%
12,347
+21
408
$155K 0.03%
+11,261
409
$150K 0.03%
+21,442
410
$148K 0.03%
15,499
-92
411
$120K 0.03%
15,281
412
$115K 0.02%
12,934
-622
413
$98K 0.02%
10,272
414
$93K 0.02%
19,872
-600
415
$90K 0.02%
1,356
+92
416
$71K 0.02%
674
-47
417
$69K 0.01%
31,420
+10,860
418
$63K 0.01%
2,583
419
$60K 0.01%
+10,030
420
$50K 0.01%
+1,073
421
$42K 0.01%
733
422
– –
0
423
$32K 0.01%
1,000
424
$31K 0.01%
60
425
– –
0
14 15 16
17
18