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
301
$1.64M 0.06%
8,182
-1,053
302
$1.63M 0.06%
13,557
+591
303
$1.62M 0.06%
20,659
+2,027
304
$1.62M 0.06%
2,041
-129
305
$1.61M 0.06%
30,438
+6,514
306
$1.61M 0.06%
9,283
-249
307
$1.61M 0.06%
6,747
-27
308
$1.6M 0.06%
11,685
-575
309
$1.59M 0.06%
126,989
-3,262
310
$1.59M 0.06%
20,228
+2,086
311
$1.59M 0.06%
50,201
-3,333
312
$1.59M 0.06%
24,359
+2,316
313
$1.58M 0.06%
29,987
+409
314
$1.58M 0.06%
50,664
+293
315
$1.58M 0.06%
136,605
+57,945
316
$1.58M 0.06%
32,459
+1,380
317
$1.57M 0.06%
11,410
+1,920
318
$1.56M 0.06%
18,057
+13,662
319
$1.56M 0.06%
5,231
+198
320
$1.56M 0.06%
16,640
+4,131
321
$1.56M 0.06%
61,411
+4,222
322
$1.55M 0.06%
69,621
+5,217
323
$1.55M 0.06%
15,966
-2,017
324
$1.55M 0.06%
32,624
-6,464
325
$1.53M 0.06%
14,791
-6,648
11 12
13
14 15