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
126
$1.34M 0.19%
107,502
-1,510
127
$1.33M 0.19%
34,389
-28,103
128
$1.32M 0.19%
34,811
+2,144
129
$1.3M 0.19%
58,797
+3,065
130
$1.28M 0.18%
8,879
+64
131
$1.27M 0.18%
27,718
+734
132
$1.26M 0.18%
43,465
+21,620
133
$1.26M 0.18%
+56,143
134
$1.26M 0.18%
14,108
+44
135
$1.26M 0.18%
20,888
-24
136
$1.25M 0.18%
54,306
+976
137
$1.25M 0.18%
98,815
-15,086
138
$1.22M 0.18%
16,893
-1,575
139
$1.22M 0.18%
27,967
+1,900
140
$1.22M 0.18%
26,048
-3,701
141
$1.22M 0.18%
72,533
+1,467
142
$1.22M 0.18%
20,614
-4,391
143
$1.21M 0.17%
23,806
-475
144
$1.19M 0.17%
90,992
+16,566
145
$1.17M 0.17%
44,354
-1,372
146
$1.15M 0.17%
25,975
-2,326
147
$1.14M 0.16%
228,402
148
$1.12M 0.16%
13,780
-721
149
$1.11M 0.16%
52,238
+1,047
150
$1.1M 0.16%
4,396
+375
4 5
6
7 8