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
301
$2.15M 0.06%
62,300
+11,986
302
$2.15M 0.06%
42,032
+5,542
303
$2.14M 0.06%
15,770
+4,085
304
$2.14M 0.06%
11,140
+7,042
305
$2.13M 0.06%
10,566
+2,279
306
$2.12M 0.06%
16,776
+5,703
307
$2.12M 0.06%
2,228
+187
308
$2.1M 0.06%
39,057
+34,506
309
$2.08M 0.06%
71,335
+10,350
310
$2.08M 0.06%
15,777
+3,866
311
$2.06M 0.06%
39,759
+13,767
312
$2.04M 0.06%
27,879
+660
313
$2.04M 0.06%
32,172
+2,185
314
$2.03M 0.06%
7,327
+580
315
$2.02M 0.06%
19,750
+11,936
316
$2.02M 0.06%
33,820
+17,734
317
$2.01M 0.06%
2,630
+1,323
318
$2.01M 0.06%
9,661
+857
319
$1.98M 0.06%
88,443
+18,321
320
$1.97M 0.06%
99,698
+44,270
321
$1.96M 0.06%
93,300
+81,580
322
$1.96M 0.06%
14,461
+904
323
$1.96M 0.06%
100,282
+44,568
324
$1.96M 0.06%
7,497
+2,534
325
$1.96M 0.06%
8,442
+1,534
11 12
13
14 15