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
276
$1.77M 0.07%
31,460
+10,451
277
$1.77M 0.07%
19,154
+2,108
278
$1.77M 0.07%
61,401
+253
279
$1.77M 0.07%
60,985
-222
280
$1.75M 0.07%
199,111
+7,644
281
$1.74M 0.07%
10,970
-2,249
282
$1.73M 0.06%
24,995
-248
283
$1.72M 0.06%
23,863
+9,171
284
$1.71M 0.06%
8,365
-155
285
$1.71M 0.06%
28,663
-2,266
286
$1.69M 0.06%
35,777
+3,889
287
$1.69M 0.06%
6,845
+128
288
$1.69M 0.06%
6,765
+355
289
$1.69M 0.06%
30,103
-5,048
290
$1.69M 0.06%
18,870
+345
291
$1.68M 0.06%
50,314
+6,192
292
$1.68M 0.06%
11,911
-819,999
293
$1.68M 0.06%
11,073
-116
294
$1.67M 0.06%
15,157
+264
295
$1.67M 0.06%
28,122
-335
296
$1.66M 0.06%
36,490
+152
297
$1.65M 0.06%
7,644
+16
298
$1.65M 0.06%
+23,593
299
$1.64M 0.06%
63,056
+312
300
$1.64M 0.06%
34,573
-2,266
10 11
12
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