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
126
$969K 0.21%
19,976
+1,952
127
$963K 0.21%
+25,933
128
$955K 0.21%
17,978
+5,830
129
$950K 0.21%
25,380
+3,960
130
$917K 0.2%
49,756
-7,435
131
$911K 0.2%
16,029
+1,775
132
$911K 0.2%
29,091
-3,687
133
$910K 0.2%
6,040
+134
134
$906K 0.2%
12,831
-68
135
$903K 0.2%
11,928
+115
136
$900K 0.19%
62,868
+31,357
137
$895K 0.19%
96,718
-584
138
$893K 0.19%
7,898
+187
139
$883K 0.19%
12,041
+1,145
140
$881K 0.19%
17,532
+817
141
$873K 0.19%
33,640
-2,575
142
$872K 0.19%
36,695
+15,575
143
$870K 0.19%
17,574
+2,212
144
$840K 0.18%
8,332
+310
145
$825K 0.18%
+26,791
146
$818K 0.18%
3,063
+23
147
$815K 0.18%
15,049
-400
148
$810K 0.18%
8,233
+218
149
$806K 0.17%
5,785
+258
150
$795K 0.17%
32,210
+13,580
4 5
6
7 8