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
276
$2.44M 0.07%
27,145
+6,917
277
$2.43M 0.07%
37,651
+17,313
278
$2.43M 0.07%
39,483
-3,860
279
$2.4M 0.07%
49,250
-20,443
280
$2.31M 0.07%
36,408
-24,544
281
$2.3M 0.07%
7,089
+1,711
282
$2.3M 0.07%
45,384
-693
283
$2.29M 0.07%
24,636
-420
284
$2.29M 0.06%
77,809
+4,706
285
$2.28M 0.06%
38,563
+7,103
286
$2.26M 0.06%
13,057
+4,336
287
$2.25M 0.06%
25,956
+5,297
288
$2.23M 0.06%
29,819
+26,361
289
$2.23M 0.06%
33,574
-320
290
$2.22M 0.06%
19,848
+978
291
$2.22M 0.06%
27,290
+1,470
292
$2.21M 0.06%
+29,322
293
$2.2M 0.06%
21,377
+5,869
294
$2.2M 0.06%
52,705
+22,705
295
$2.19M 0.06%
+94,369
296
$2.19M 0.06%
11,610
+640
297
$2.17M 0.06%
19,339
+4,548
298
$2.16M 0.06%
14,168
+5,125
299
$2.16M 0.06%
40,714
+19,641
300
$2.15M 0.06%
93,597
+5,952
10 11
12
13 14