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
$3.52B
AUM Growth
+$844M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,195
New
Increased
Reduced
Closed

Top Buys

1
+$46.3M
2
+$38.7M
3
+$37.9M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$19M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$18.3M

Top Sells

1
+$24.1M
2
+$9.19M
3
+$8.33M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$7.4M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$4.49M

Sector Composition

1 Technology 11.46%
2 Financials 3.68%
3 Consumer Discretionary 3.34%
4 Healthcare 2.99%
5 Communication Services 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.19M 0.09%
63,628
+218
227
$3.19M 0.09%
51,727
+16,411
228
$3.19M 0.09%
89,974
+389
229
$3.17M 0.09%
50,449
-328
230
$3.16M 0.09%
60,627
+4,448
231
$3.12M 0.09%
74,305
+3,110
232
$3.12M 0.09%
40,560
-2,814
233
$3.1M 0.09%
39,108
+8,736
234
$3.08M 0.09%
21,145
-1,872
235
$3.08M 0.09%
32,089
+568
236
$3.07M 0.09%
8,063
+2,832
237
$3.01M 0.09%
60,386
+14,613
238
$3.01M 0.09%
19,379
+3,103
239
$3M 0.09%
26,631
+116
240
$3M 0.09%
11,434
+2,242
241
$2.99M 0.09%
143,035
+5,153
242
$2.96M 0.08%
9,238
+2,707
243
$2.92M 0.08%
30,447
+7,794
244
$2.9M 0.08%
85,308
+35,107
245
$2.89M 0.08%
25,164
-365
246
$2.87M 0.08%
18,238
+789
247
$2.86M 0.08%
466,737
-21,656
248
$2.85M 0.08%
157,190
-1,240
249
$2.78M 0.08%
50,506
+4,765
250
$2.74M 0.08%
66,227
+3,509
8 9
10
11 12