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
151
$789K 0.17%
9,859
+457
152
$787K 0.17%
24,384
-219
153
$778K 0.17%
14,374
+611
154
$777K 0.17%
5,506
+40
155
$772K 0.17%
26,865
+54
156
$769K 0.17%
10,352
+184
157
$769K 0.17%
4,363
+433
158
$755K 0.16%
18,024
+2,428
159
$747K 0.16%
14,210
-1,917
160
$738K 0.16%
5,104
+149
161
$736K 0.16%
4,615
+153
162
$731K 0.16%
17,372
-36
163
$729K 0.16%
20,580
+592
164
$727K 0.16%
9,161
+110
165
$725K 0.16%
11,936
+566
166
$719K 0.16%
+14,321
167
$718K 0.16%
11,562
+81
168
$703K 0.15%
23,473
-5,963
169
$702K 0.15%
18,348
-48
170
$698K 0.15%
9,692
+16
171
$697K 0.15%
5,858
+289
172
$696K 0.15%
2,889
+270
173
$693K 0.15%
37,869
+3,643
174
$692K 0.15%
4,065
-11
175
$692K 0.15%
8,424
-134
5 6
7
8 9