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
76
$1.56M 0.34%
12,776
+801
77
$1.55M 0.34%
44,478
+828
78
$1.51M 0.33%
36,237
-512
79
$1.51M 0.33%
+19,605
80
$1.5M 0.32%
10,537
-198
81
$1.49M 0.32%
13,493
-351
82
$1.49M 0.32%
7,191
+222
83
$1.48M 0.32%
210,120
-7,160
84
$1.46M 0.31%
9,847
+324
85
$1.45M 0.31%
27,585
+2,356
86
$1.45M 0.31%
18,755
+235
87
$1.45M 0.31%
12,486
+1,362
88
$1.44M 0.31%
15,961
-80
89
$1.39M 0.3%
11,827
+1,117
90
$1.36M 0.29%
8,258
+1,808
91
$1.33M 0.29%
22,072
-2,264
92
$1.32M 0.29%
24,402
+3,559
93
$1.31M 0.28%
12,182
+301
94
$1.3M 0.28%
3,766
+132
95
$1.29M 0.28%
34,670
+21,710
96
$1.29M 0.28%
17,677
+1,069
97
$1.29M 0.28%
17,929
+3,689
98
$1.28M 0.28%
7,639
+1,217
99
$1.27M 0.28%
16,255
-257
100
$1.26M 0.27%
26,637
-513
2 3
4
5 6