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
$2.68B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,091
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$17.1M
3
+$12.5M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$11.8M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$11.3M

Top Sells

1
+$116M
2
+$20.7M
3
+$12.4M
4
LLY icon
Eli Lilly
LLY
+$10.7M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$4.98M

Sector Composition

1 Technology 10.97%
2 Healthcare 4.11%
3 Financials 3.73%
4 Consumer Discretionary 3.37%
5 Industrials 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.4M 0.09%
45,741
-81
227
$2.38M 0.09%
20,009
-1,466
228
$2.37M 0.09%
62,718
-2,120
229
$2.36M 0.09%
41,630
-3,388
230
$2.35M 0.09%
30,372
+4,305
231
$2.34M 0.09%
56,179
+2,957
232
$2.33M 0.09%
10,581
-6
233
$2.33M 0.09%
31,113
-2,592
234
$2.3M 0.09%
93,282
-35,385
235
$2.3M 0.09%
43,343
+855
236
$2.29M 0.09%
54,308
-14,685
237
$2.29M 0.09%
28,043
-3,183
238
$2.24M 0.08%
15,947
+3,267
239
$2.22M 0.08%
98,920
-1,975
240
$2.22M 0.08%
22,070
+50
241
$2.21M 0.08%
98,139
+975
242
$2.2M 0.08%
36,506
+11,328
243
$2.18M 0.08%
9,192
-577
244
$2.16M 0.08%
46,077
-179
245
$2.15M 0.08%
25,056
+1,278
246
$2.09M 0.08%
33,894
-3,003
247
$2.07M 0.08%
73,103
+2,473
248
$2.07M 0.08%
9,485
-105
249
$2.06M 0.08%
3,724
-21
250
$2.05M 0.08%
6,531
+194
8 9
10
11 12