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
176
$673K 0.15%
3,658
+49
177
$671K 0.15%
15,254
+1,855
178
$670K 0.14%
8,650
+183
179
$669K 0.14%
7,609
-99
180
$664K 0.14%
12,048
+369
181
$664K 0.14%
8,373
+230
182
$659K 0.14%
12,112
-616
183
$654K 0.14%
+22,416
184
$651K 0.14%
4,268
+1,339
185
$636K 0.14%
2,782
+415
186
$635K 0.14%
3,906
+299
187
$632K 0.14%
8,253
+1,420
188
$632K 0.14%
+13,159
189
$628K 0.14%
8,630
+324
190
$627K 0.14%
8,919
+464
191
$615K 0.13%
12,980
+6,237
192
$613K 0.13%
9,820
-3,234
193
$613K 0.13%
10,528
+24
194
$612K 0.13%
+14,416
195
$605K 0.13%
3,509
196
$600K 0.13%
3,684
-6
197
$599K 0.13%
15,460
198
$596K 0.13%
9,233
+2
199
$595K 0.13%
24,102
-4,632
200
$591K 0.13%
11,778
+929
6 7
8
9 10