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
501
$127K 0.02%
40,849
+20,740
502
$123K 0.02%
7,178
+2,393
503
$123K 0.02%
18,161
-2,223
504
$116K 0.02%
18,200
+400
505
$114K 0.02%
15,487
506
$109K 0.02%
23,225
507
$107K 0.02%
11,171
-1,735
508
$105K 0.02%
+10,100
509
$100K 0.01%
+21
510
$95K 0.01%
+1,176
511
$91K 0.01%
23,204
-82
512
$90K 0.01%
10,270
+25
513
$90K 0.01%
21,760
+1,300
514
$90K 0.01%
16,752
+80
515
$89K 0.01%
17,393
+183
516
$86K 0.01%
12,668
-5,385
517
$85K 0.01%
11,700
-100
518
$79K 0.01%
14,005
-15,875
519
$78K 0.01%
+872
520
$77K 0.01%
428
+76
521
$77K 0.01%
18,043
+1,850
522
$75K 0.01%
14,425
+140
523
$72K 0.01%
14,435
+1,945
524
$70K 0.01%
2,486
+1,599
525
$66K 0.01%
+10,622
19 20
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