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
251
$2.04M 0.08%
35,316
+4,940
252
$2.03M 0.08%
41,480
+2,128
253
$2.03M 0.08%
22,653
-8,420
254
$2.03M 0.08%
26,199
+965
255
$2.03M 0.08%
51,714
+12,309
256
$2.02M 0.08%
27,219
+468
257
$2.02M 0.08%
25,004
+1,013
258
$2.01M 0.08%
45,773
-5,282
259
$1.98M 0.07%
66,915
+11,858
260
$1.97M 0.07%
87,645
+11,338
261
$1.96M 0.07%
38,772
+18,192
262
$1.95M 0.07%
8,287
+1,656
263
$1.93M 0.07%
14,730
+625
264
$1.9M 0.07%
36,140
-645
265
$1.9M 0.07%
17,593
+60
266
$1.9M 0.07%
18,938
+779
267
$1.88M 0.07%
8,804
+343
268
$1.88M 0.07%
87,839
+4,831
269
$1.87M 0.07%
56,875
-1,560
270
$1.86M 0.07%
19,829
-1,954
271
$1.86M 0.07%
71,470
-22,298
272
$1.84M 0.07%
25,382
+1,814
273
$1.82M 0.07%
66,913
-3
274
$1.82M 0.07%
120,811
+85,323
275
$1.8M 0.07%
11,767
-356
9 10
11
12 13