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
51
$3.15M 0.45%
18,968
-2,901
52
$2.93M 0.42%
54,823
-7,843
53
$2.93M 0.42%
53,714
+12,644
54
$2.92M 0.42%
12,042
-206
55
$2.85M 0.41%
12,013
+5,042
56
$2.75M 0.4%
16,876
-25
57
$2.72M 0.39%
299,434
+107,292
58
$2.72M 0.39%
18,052
-2,273
59
$2.71M 0.39%
197,578
60
$2.69M 0.39%
13,814
-735
61
$2.64M 0.38%
400,120
+78,320
62
$2.63M 0.38%
47,409
+12,347
63
$2.6M 0.37%
30,705
+4,445
64
$2.58M 0.37%
244,263
-7,059
65
$2.53M 0.36%
18,903
-3,295
66
$2.51M 0.36%
21,726
+3,884
67
$2.37M 0.34%
54,159
+5,256
68
$2.37M 0.34%
22,246
-413
69
$2.31M 0.33%
57,962
+9,670
70
$2.3M 0.33%
78,805
-390
71
$2.29M 0.33%
9,500
+715
72
$2.29M 0.33%
+90,293
73
$2.28M 0.33%
73,514
-4,192
74
$2.25M 0.32%
154,912
+3,570
75
$2.25M 0.32%
123,679
-2,786
1 2
3
4 5