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
26
$4.22M 0.61%
75,193
-10,402
27
$4.19M 0.6%
38,067
-1,832
28
$4.09M 0.59%
24,545
+1,619
29
$4.06M 0.58%
30,978
+2,090
30
$4.01M 0.58%
410,050
+27,709
31
$3.93M 0.57%
34,329
-3,967
32
$3.9M 0.56%
96,233
-18,335
33
$3.86M 0.56%
65,412
+10,381
34
$3.85M 0.55%
23,252
+2,124
35
$3.81M 0.55%
39,482
+4,484
36
$3.78M 0.54%
70,333
-4,721
37
$3.77M 0.54%
44,221
+7,391
38
$3.75M 0.54%
42,340
+17,454
39
$3.71M 0.53%
23,670
+970
40
$3.69M 0.53%
61,518
-1,649
41
$3.63M 0.52%
19,883
-1,880
42
$3.63M 0.52%
19,453
-2,002
43
$3.62M 0.52%
424,826
+5,371
44
$3.51M 0.51%
60,380
+4,620
45
$3.41M 0.49%
54,910
+1,008
46
$3.39M 0.49%
34,189
-3,017
47
$3.36M 0.48%
47,012
-5,163
48
$3.33M 0.48%
20,695
+1,822
49
$3.23M 0.46%
35,848
+131
50
$3.2M 0.46%
55,470
+1,796
1
2
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