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
151
$1.09M 0.16%
18,333
-2,781
152
$1.08M 0.16%
28,710
-4,000
153
$1.08M 0.16%
+28,695
154
$1.07M 0.15%
9,117
+1,611
155
$1.07M 0.15%
15,263
-4,459
156
$1.05M 0.15%
28,050
+21,492
157
$1.02M 0.15%
8,076
-3,405
158
$1.02M 0.15%
22,402
+249
159
$1.02M 0.15%
10,976
+675
160
$1.01M 0.15%
13,566
-1,688
161
$977K 0.14%
6,929
+1,813
162
$970K 0.14%
37,507
+6,274
163
$968K 0.14%
10,013
+1,882
164
$962K 0.14%
63,059
+51,033
165
$962K 0.14%
19,841
+1,720
166
$959K 0.14%
27,903
-1,140
167
$957K 0.14%
12,584
-904
168
$955K 0.14%
88,591
+33,815
169
$955K 0.14%
10,592
+2,124
170
$955K 0.14%
11,541
+2,043
171
$948K 0.14%
14,011
+2,579
172
$928K 0.13%
12,855
-369
173
$922K 0.13%
11,222
+74
174
$918K 0.13%
38,730
+5,410
175
$903K 0.13%
16,434
+706
5 6
7
8 9