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
626
– –
-14,787
627
– –
-31,568
628
– –
-16,909
629
– –
-12,013
630
– –
-15,931
631
– –
-13,646
632
– –
-2,315
633
– –
-7,649
634
– –
-3,473
635
– –
-2,729
636
– –
-3,305
637
– –
-5,162
638
– –
-1,818
639
– –
-6,320
640
– –
-1,304
641
– –
-64
642
– –
-8,844
643
– –
-7,310
644
– –
-11,835
645
– –
-6,006
646
– –
-8,399
647
– –
-3,633
648
– –
-7,907
649
– –
-2,447
650
– –
-7,748
23 24 25
26
27