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
251
$2.74M 0.08%
28,504
+8,675
252
$2.74M 0.08%
28,390
-721
253
$2.72M 0.08%
76,400
+43,804
254
$2.72M 0.08%
11,579
+4,816
255
$2.71M 0.08%
76,176
+1,806
256
$2.67M 0.08%
64,034
+12,320
257
$2.67M 0.08%
166,416
-6,088
258
$2.66M 0.08%
8,797
+504
259
$2.62M 0.07%
20,836
+827
260
$2.6M 0.07%
51,146
-180,610
261
$2.58M 0.07%
132,116
+50,200
262
$2.57M 0.07%
22,292
+3,354
263
$2.57M 0.07%
279,324
+80,213
264
$2.56M 0.07%
68,696
+32,242
265
$2.55M 0.07%
40,396
+16,575
266
$2.53M 0.07%
28,039
+1,840
267
$2.53M 0.07%
4,907
+406
268
$2.52M 0.07%
98,170
-160,856
269
$2.51M 0.07%
63,671
-228
270
$2.5M 0.07%
31,113
271
$2.48M 0.07%
25,459
+8,421
272
$2.48M 0.07%
87,979
-34,324
273
$2.46M 0.07%
32,849
+7,467
274
$2.45M 0.07%
3,967
+243
275
$2.45M 0.07%
26,855
-3,700
9 10
11
12 13