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
$462M
AUM Growth
+$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$6.06M
2
+$4M
3
+$3.99M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.41M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.53M

Top Sells

1
+$4.39M
2
+$3.26M
3
+$2.03M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$1.99M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$800K

Sector Composition

1 Technology 7.14%
2 Healthcare 5.19%
3 Consumer Discretionary 4.79%
4 Communication Services 4.69%
5 Financials 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.09M 0.45%
18,184
+1,662
52
$2.07M 0.45%
30,384
+23,809
53
$2.06M 0.45%
65,652
+4,080
54
$2.06M 0.45%
26,148
+11,030
55
$1.9M 0.41%
31,820
-60
56
$1.89M 0.41%
5,090
+484
57
$1.79M 0.39%
35,716
+17
58
$1.77M 0.38%
8,761
-411
59
$1.77M 0.38%
55,256
-504
60
$1.75M 0.38%
+32,120
61
$1.74M 0.38%
15,587
+864
62
$1.73M 0.37%
25,423
-1,031
63
$1.72M 0.37%
20,710
+479
64
$1.72M 0.37%
21,325
-266
65
$1.7M 0.37%
21,733
+2,276
66
$1.68M 0.36%
19,386
+11,108
67
$1.66M 0.36%
35,993
+5,753
68
$1.66M 0.36%
19,853
+10,102
69
$1.64M 0.35%
31,370
+26,783
70
$1.63M 0.35%
10,847
+624
71
$1.63M 0.35%
17,090
+1,710
72
$1.62M 0.35%
13,626
+1,858
73
$1.6M 0.35%
14,812
-36
74
$1.57M 0.34%
26,367
+2,867
75
$1.56M 0.34%
49,504
+5,328
1 2
3
4 5