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
201
$758K 0.11%
20,446
-1,837
202
$745K 0.11%
2,341
+755
203
$739K 0.11%
9,142
-475
204
$734K 0.11%
4,946
-57
205
$730K 0.11%
9,582
+394
206
$728K 0.1%
30,443
-11,036
207
$719K 0.1%
6,014
-236
208
$715K 0.1%
35,373
209
$710K 0.1%
7,420
+273
210
$707K 0.1%
76,400
+1,600
211
$705K 0.1%
39,135
-28,304
212
$704K 0.1%
5,347
-4,801
213
$703K 0.1%
9,638
-10,942
214
$699K 0.1%
+23,863
215
$698K 0.1%
11,234
+298
216
$694K 0.1%
106,342
+4,690
217
$693K 0.1%
15,137
+1,016
218
$691K 0.1%
20,588
+7,822
219
$680K 0.1%
92,620
+1,500
220
$675K 0.1%
10,539
-449
221
$674K 0.1%
21,743
+5,363
222
$671K 0.1%
15,139
-31,881
223
$667K 0.1%
16,845
-2,628
224
$664K 0.1%
16,242
+4,694
225
$662K 0.1%
18,080
+420
7 8
9
10 11