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
351
$1.76M 0.05%
76,535
-22,385
352
$1.75M 0.05%
21,156
+2,410
353
$1.74M 0.05%
33,868
+1,244
354
$1.74M 0.05%
18,597
+6,445
355
$1.74M 0.05%
10,680
+1,397
356
$1.73M 0.05%
15,800
+643
357
$1.72M 0.05%
+35,537
358
$1.7M 0.05%
23,303
-290
359
$1.69M 0.05%
40,404
-30,896
360
$1.68M 0.05%
26,361
-1,761
361
$1.68M 0.05%
32,166
+10,656
362
$1.68M 0.05%
18,394
+635
363
$1.68M 0.05%
116,413
+39,027
364
$1.67M 0.05%
21,835
-3,169
365
$1.67M 0.05%
7,324
+2,944
366
$1.67M 0.05%
192,909
+69,100
367
$1.67M 0.05%
6,005
+1,014
368
$1.66M 0.05%
24,797
+6,434
369
$1.66M 0.05%
15,024
+23
370
$1.66M 0.05%
25,236
-296
371
$1.66M 0.05%
18,700
+4,254
372
$1.66M 0.05%
63,415
+359
373
$1.65M 0.05%
69,060
-561
374
$1.65M 0.05%
7,419
+1,855
375
$1.64M 0.05%
+45,441
13 14
15
16 17