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
76
$2.25M 0.32%
23,346
-8,779
77
$2.23M 0.32%
10,542
+1,721
78
$2.22M 0.32%
40,952
-3,104
79
$2.19M 0.32%
41,786
-1,392
80
$2.16M 0.31%
121,022
+3,470
81
$2.14M 0.31%
29,101
+2,360
82
$2.09M 0.3%
44,593
+9,895
83
$2.08M 0.3%
16,797
-8,779
84
$2.05M 0.3%
34,545
+1,260
85
$2.04M 0.29%
20,768
+6,600
86
$2.04M 0.29%
46,002
-16,135
87
$2M 0.29%
24,688
+2,794
88
$1.99M 0.29%
95,412
+41,417
89
$1.96M 0.28%
51,828
-330
90
$1.95M 0.28%
119,165
-6,521
91
$1.95M 0.28%
38,468
-23,902
92
$1.91M 0.27%
42,555
+25,192
93
$1.84M 0.27%
21,188
-4
94
$1.78M 0.26%
17,248
+1,525
95
$1.72M 0.25%
13,886
-952
96
$1.72M 0.25%
6,014
+59
97
$1.69M 0.24%
14,072
-1,383
98
$1.68M 0.24%
47,304
+9,255
99
$1.68M 0.24%
12,082
+283
100
$1.67M 0.24%
32,636
+11,752
2 3
4
5 6