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
176
$903K 0.13%
43,919
+1,169
177
$901K 0.13%
67,524
+48,893
178
$901K 0.13%
16,651
+3,013
179
$891K 0.13%
11,559
+2,481
180
$891K 0.13%
3,143
-48
181
$885K 0.13%
7,667
-798
182
$877K 0.13%
8,702
-324
183
$872K 0.13%
10,058
-4,018
184
$870K 0.13%
35,671
+946
185
$863K 0.12%
18,116
-3,624
186
$859K 0.12%
11,684
-4,152
187
$855K 0.12%
30,537
+7,867
188
$851K 0.12%
+26,051
189
$845K 0.12%
12,850
+868
190
$817K 0.12%
5,771
-444
191
$808K 0.12%
17,054
-764
192
$808K 0.12%
5,379
-840
193
$792K 0.11%
20,347
+2,126
194
$782K 0.11%
14,472
+4,712
195
$778K 0.11%
26,276
-906
196
$777K 0.11%
7,331
+1,014
197
$777K 0.11%
28,765
-2,819
198
$768K 0.11%
56,965
-9,217
199
$763K 0.11%
8,168
+2,995
200
$760K 0.11%
13,353
-15,048
6 7
8
9 10