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
26
$3.39M 0.73%
52,878
+7,576
27
$3.26M 0.71%
58,905
+10,910
28
$3.04M 0.66%
119,988
-2,585
29
$3.02M 0.65%
18,342
+1,787
30
$2.91M 0.63%
262,751
+39,325
31
$2.74M 0.59%
52,812
-6,602
32
$2.67M 0.58%
17,119
+67
33
$2.62M 0.57%
68,433
+5,571
34
$2.55M 0.55%
18,457
+3,243
35
$2.53M 0.55%
21,663
+232
36
$2.45M 0.53%
25,877
+2,191
37
$2.4M 0.52%
11,611
-293
38
$2.37M 0.51%
13,121
+389
39
$2.35M 0.51%
41,805
-262
40
$2.35M 0.51%
10,967
-767
41
$2.35M 0.51%
43,974
-12
42
$2.29M 0.5%
51,792
-15,828
43
$2.28M 0.49%
82,652
+10,384
44
$2.19M 0.47%
125,165
+2,524
45
$2.19M 0.47%
34,443
-370
46
$2.18M 0.47%
13,517
-350
47
$2.17M 0.47%
32,603
-380
48
$2.15M 0.47%
15,225
+8,452
49
$2.13M 0.46%
67,471
-1,153
50
$2.12M 0.46%
24,954
-1,074
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