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
351
$1.34M 0.05%
16,269
+2,200
352
$1.34M 0.05%
73,978
+12,100
353
$1.34M 0.05%
2,065
-495
354
$1.33M 0.05%
12,677
-109
355
$1.33M 0.05%
+29,790
356
$1.33M 0.05%
109,818
+49,114
357
$1.32M 0.05%
17,038
-2,407
358
$1.32M 0.05%
206,512
+899
359
$1.31M 0.05%
4,376
+19
360
$1.3M 0.05%
3,434
-1,486
361
$1.29M 0.05%
+16,427
362
$1.28M 0.05%
15,270
-20,667
363
$1.28M 0.05%
+42,024
364
$1.28M 0.05%
13,520
-318
365
$1.28M 0.05%
36,454
+1,932
366
$1.26M 0.05%
19,337
-2,502
367
$1.25M 0.05%
15,001
-141
368
$1.25M 0.05%
30,000
+10,101
369
$1.25M 0.05%
59,586
+31,848
370
$1.25M 0.05%
4,991
-119
371
$1.25M 0.05%
46,212
+34,416
372
$1.25M 0.05%
125,525
+12,900
373
$1.23M 0.05%
20,338
+338
374
$1.21M 0.05%
5,744
+373
375
$1.21M 0.05%
59,088
+6,758
13 14
15
16 17