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
State Street Consumer Discretionary Select Sector SPDR ETF
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
326
$1.53M 0.06%
22,447
-15,785
327
$1.52M 0.06%
18,746
+785
328
$1.52M 0.06%
45,359
-12,294
329
$1.52M 0.06%
11,247
-1,440
330
$1.52M 0.06%
8,721
+1,046
331
$1.51M 0.06%
15,508
332
$1.5M 0.06%
81,916
-1,455
333
$1.5M 0.06%
70,122
+5,469
334
$1.49M 0.06%
5,378
+1,106
335
$1.48M 0.06%
45,987
-18,870
336
$1.48M 0.06%
6,638
-280
337
$1.47M 0.05%
25,532
-429
338
$1.46M 0.05%
+14,235
339
$1.46M 0.05%
3,325
+14
340
$1.45M 0.05%
17,759
+3,082
341
$1.43M 0.05%
30,001
-48
342
$1.42M 0.05%
22,481
+4,913
343
$1.41M 0.05%
4,557
-24
344
$1.4M 0.05%
83,635
+23,765
345
$1.39M 0.05%
5,573
-922
346
$1.39M 0.05%
14,577
-374
347
$1.39M 0.05%
13,534
+3,999
348
$1.38M 0.05%
23,821
+2,803
349
$1.38M 0.05%
6,763
+3,985
350
$1.35M 0.05%
6,908
+1,131
12 13
14
15 16