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
401
$286K 0.04%
20,751
+146
402
$285K 0.04%
+8,815
403
$284K 0.04%
14,187
-595
404
$283K 0.04%
1,813
+140
405
$279K 0.04%
1,574
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406
$279K 0.04%
3,310
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407
$279K 0.04%
5,718
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408
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6,610
-2,560
409
$278K 0.04%
+18,060
410
$278K 0.04%
+7,176
411
$276K 0.04%
+9,131
412
$274K 0.04%
865
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413
$274K 0.04%
5,572
414
$272K 0.04%
4,732
+455
415
$272K 0.04%
1
416
$271K 0.04%
2,687
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417
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2,230
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418
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5,188
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419
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2,918
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420
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+2,729
421
$266K 0.04%
4,593
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422
$266K 0.04%
33,850
-280
423
$265K 0.04%
11,243
+512
424
$264K 0.04%
135,255
+44,580
425
$264K 0.04%
7,241
+1,977
15 16
17
18 19