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
526
$64K 0.01%
24,771
+1,021
527
$60K 0.01%
867
528
$58K 0.01%
1,395
-100
529
$58K 0.01%
+11,660
530
$56K 0.01%
8,034
+83
531
$56K 0.01%
64,565
532
$52K 0.01%
+12,850
533
$51K 0.01%
13,787
+796
534
$49K 0.01%
2,400
-600
535
$48K 0.01%
+10,098
536
$47K 0.01%
3,068
+61
537
$46K 0.01%
12,000
538
$45K 0.01%
+1,417
539
$44K 0.01%
15,824
-2,263
540
$42K 0.01%
21
541
$40K 0.01%
33,850
-2,000
542
$36K 0.01%
18,155
543
$34K ﹤0.01%
2,583
-116
544
$32K ﹤0.01%
21,330
545
$31K ﹤0.01%
12,242
-390
546
$29K ﹤0.01%
17,000
+4,000
547
$28K ﹤0.01%
77
548
$27K ﹤0.01%
248
+66
549
$18K ﹤0.01%
+2,191
550
$17K ﹤0.01%
1,050
20 21
22
23 24