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
201
$587K 0.13%
6,805
-2,190
202
$584K 0.13%
33,947
+6,128
203
$583K 0.13%
+18,765
204
$577K 0.12%
1,427
-280
205
$575K 0.12%
7,305
+589
206
$572K 0.12%
15,477
-1,472
207
$570K 0.12%
5,069
-156
208
$567K 0.12%
25,777
-141
209
$566K 0.12%
8,795
-539
210
$564K 0.12%
6,661
+20
211
$563K 0.12%
5,206
+975
212
$559K 0.12%
4,789
-1,021
213
$558K 0.12%
8,232
+6
214
$557K 0.12%
6,834
-183
215
$555K 0.12%
9,583
+65
216
$554K 0.12%
16,485
-1,041
217
$552K 0.12%
6,640
+69
218
$550K 0.12%
2,254
-240
219
$545K 0.12%
6,089
-122
220
$534K 0.12%
9,996
+75
221
$530K 0.11%
4,617
+87
222
$529K 0.11%
3,520
+1,422
223
$526K 0.11%
2,544
+129
224
$525K 0.11%
23,663
+1,689
225
$511K 0.11%
4,738
+1,100
7 8
9
10 11