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
101
$1.65M 0.24%
18,586
+9,825
102
$1.64M 0.24%
10,972
+1,561
103
$1.62M 0.23%
16,209
+2,567
104
$1.61M 0.23%
32,458
+12,634
105
$1.61M 0.23%
118,910
+10,011
106
$1.6M 0.23%
22,960
+663
107
$1.59M 0.23%
14,364
-25
108
$1.56M 0.22%
37,832
-8,228
109
$1.55M 0.22%
4,567
-256
110
$1.53M 0.22%
7,569
+209
111
$1.53M 0.22%
183,486
-35,623
112
$1.52M 0.22%
38,577
+2,134
113
$1.5M 0.22%
73,295
+47,011
114
$1.5M 0.22%
58,470
-980
115
$1.47M 0.21%
+48,685
116
$1.45M 0.21%
41,046
-600
117
$1.42M 0.2%
16,865
+2,614
118
$1.41M 0.2%
42,642
+3,607
119
$1.41M 0.2%
15,822
-151
120
$1.39M 0.2%
24,942
+4,029
121
$1.39M 0.2%
12,287
-1,182
122
$1.37M 0.2%
93,712
-12,126
123
$1.37M 0.2%
31,755
+2,251
124
$1.37M 0.2%
31,632
-1,276
125
$1.37M 0.2%
12,847
-15,984
3 4
5
6 7