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
476
$206K 0.03%
2,579
-4,110
477
$206K 0.03%
3,758
-2,244
478
$205K 0.03%
6,512
-925
479
$205K 0.03%
12,145
-1,130
480
$204K 0.03%
24,821
+65
481
$203K 0.03%
7,901
-722
482
$203K 0.03%
3,727
-1,992
483
$201K 0.03%
27,358
+16,975
484
$193K 0.03%
41,859
-9,152
485
$188K 0.03%
10,605
-749
486
$187K 0.03%
11,442
+112
487
$182K 0.03%
14,820
-5,208
488
$180K 0.03%
10,209
+198
489
$178K 0.03%
18,065
+4,400
490
$172K 0.02%
+11,085
491
$172K 0.02%
14,379
-1,300
492
$163K 0.02%
20,175
+2,660
493
$163K 0.02%
16,666
494
$158K 0.02%
18,391
+1,200
495
$158K 0.02%
+27,538
496
$153K 0.02%
12,587
+4,325
497
$153K 0.02%
+12,505
498
$138K 0.02%
26,600
+2,300
499
$134K 0.02%
17,751
500
$129K 0.02%
13,929
-1,666
18 19
20
21 22