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
101
$1.26M 0.27%
5,356
+145
102
$1.25M 0.27%
25,606
+403
103
$1.22M 0.26%
28,087
-286
104
$1.22M 0.26%
11,802
-123
105
$1.21M 0.26%
40,957
-19,742
106
$1.2M 0.26%
17,310
+113
107
$1.18M 0.25%
11,140
+985
108
$1.18M 0.25%
10,622
+1,123
109
$1.17M 0.25%
21,707
+801
110
$1.16M 0.25%
26,171
+794
111
$1.11M 0.24%
16,665
+60
112
$1.11M 0.24%
20,548
+357
113
$1.08M 0.23%
21,564
+624
114
$1.07M 0.23%
10,000
+332
115
$1.07M 0.23%
27,009
+2,040
116
$1.06M 0.23%
10,628
+237
117
$1.06M 0.23%
15,651
+1,069
118
$1.03M 0.22%
17,250
+8,859
119
$1.03M 0.22%
16,480
-52,332
120
$1.02M 0.22%
10,288
+896
121
$998K 0.22%
4,485
+79
122
$985K 0.21%
9,227
+463
123
$985K 0.21%
13,078
+258
124
$980K 0.21%
25,454
+1,943
125
$973K 0.21%
7,976
+128
3 4
5
6 7