IWM

IHT Wealth Management Portfolio holdings

AUM $3.64B
1-Year Est. Return 15.77%
This Quarter Est. Return
1 Year Est. Return
+15.77%
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
1
$24.3M 5.27%
83,174
+5,617
2
$15.3M 3.3%
270,384
+4,248
3
$8.38M 1.81%
83,680
+12,060
4
$7.11M 1.54%
38,289
+13,639
5
$6.91M 1.49%
111,265
+39,722
6
$6.79M 1.47%
64,800
+32,563
7
$6.55M 1.42%
162,710
+33,585
8
$6.48M 1.4%
66,129
-81
9
$6.15M 1.33%
21,156
+1,961
10
$6.06M 1.31%
107,499
+37,208
11
$6.06M 1.31%
+51,647
12
$5.8M 1.26%
38,784
+10,294
13
$5.6M 1.21%
33,199
+6,305
14
$5.5M 1.19%
127,148
+22,722
15
$4.79M 1.04%
68,056
-379
16
$4.68M 1.01%
36,972
+609
17
$4.54M 0.98%
87,749
+18,489
18
$4.42M 0.96%
48,815
-4,745
19
$4.29M 0.93%
37,494
+2,698
20
$4.12M 0.89%
68,200
+10,520
21
$4M 0.86%
+80,000
22
$3.99M 0.86%
+157,500
23
$3.82M 0.83%
66,949
+2,805
24
$3.8M 0.82%
43,579
+22,660
25
$3.49M 0.75%
30,911
+2,131
1
2 3 4 5