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
451
$236K 0.03%
4,516
-226
452
$236K 0.03%
5,390
+234
453
$232K 0.03%
+4,041
454
$232K 0.03%
2,555
+13
455
$232K 0.03%
2,256
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456
$231K 0.03%
+4,737
457
$230K 0.03%
1,739
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458
$226K 0.03%
2,100
-120
459
$226K 0.03%
6,652
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460
$225K 0.03%
+9,695
461
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1,532
-391
462
$225K 0.03%
14,090
-1,770
463
$224K 0.03%
5,955
+1,180
464
$219K 0.03%
+14,349
465
$218K 0.03%
5,266
-156
466
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467
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-17,889
468
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2,884
-1,081
469
$212K 0.03%
10,025
-1,069
470
$212K 0.03%
3,370
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471
$212K 0.03%
8,184
-178
472
$211K 0.03%
2,577
-1,181
473
$209K 0.03%
3,012
-1,933
474
$208K 0.03%
2,666
-1,543
475
$208K 0.03%
3,888
+54
17 18
19
20 21