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
426
$263K 0.04%
+7,384
427
$263K 0.04%
4,368
-120
428
$261K 0.04%
+5,729
429
$261K 0.04%
7,176
-150
430
$260K 0.04%
3,034
-696
431
$260K 0.04%
+1,677
432
$260K 0.04%
5,769
+2,101
433
$260K 0.04%
78,005
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434
$258K 0.04%
8,056
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435
$258K 0.04%
+4,850
436
$257K 0.04%
1,557
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437
$253K 0.04%
+8,358
438
$252K 0.04%
7,492
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439
$252K 0.04%
3,183
-245
440
$250K 0.04%
+3,546
441
$248K 0.04%
+2,687
442
$248K 0.04%
4,998
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443
$247K 0.04%
50,406
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444
$247K 0.04%
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445
$245K 0.04%
5,829
-4,318
446
$244K 0.04%
29,467
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447
$243K 0.04%
4,093
-152
448
$240K 0.03%
+16,378
449
$239K 0.03%
7,764
-4,318
450
$238K 0.03%
4,483
+903
16 17
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