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
State Street Communication Services Select Sector SPDR ETF
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
326
$1.96M 0.06%
57,458
+11,246
327
$1.94M 0.06%
4,075
+750
328
$1.93M 0.05%
38,583
+6,124
329
$1.92M 0.05%
25,025
+30
330
$1.92M 0.05%
26,194
+13,572
331
$1.91M 0.05%
76,117
+29,610
332
$1.91M 0.05%
58,493
+16,469
333
$1.9M 0.05%
7,619
-25
334
$1.9M 0.05%
65,345
-1,568
335
$1.9M 0.05%
55,399
+9,412
336
$1.9M 0.05%
18,364
+3,634
337
$1.89M 0.05%
31,998
+1,895
338
$1.86M 0.05%
90,435
+2,596
339
$1.85M 0.05%
14,168
+1,491
340
$1.85M 0.05%
7,013
+248
341
$1.84M 0.05%
8,711
+346
342
$1.83M 0.05%
2,264
+199
343
$1.82M 0.05%
10,758
-1,009
344
$1.82M 0.05%
+36,922
345
$1.81M 0.05%
34,827
+12,346
346
$1.8M 0.05%
61,314
-87
347
$1.78M 0.05%
66,688
+27,637
348
$1.78M 0.05%
4,448
+562
349
$1.77M 0.05%
27,277
-9,229
350
$1.77M 0.05%
35,984
-156
12 13
14
15 16