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
376
$1.19M 0.04%
+16,259
377
$1.19M 0.04%
23,943
-2,257
378
$1.19M 0.04%
22,727
+269
379
$1.19M 0.04%
10,786
+744
380
$1.18M 0.04%
13,420
-107
381
$1.18M 0.04%
20,046
+1,767
382
$1.17M 0.04%
46,507
+16,759
383
$1.15M 0.04%
8,083
+2,470
384
$1.15M 0.04%
117,980
+12,150
385
$1.15M 0.04%
19,328
-1,518
386
$1.14M 0.04%
51,644
-105
387
$1.14M 0.04%
3,886
-380
388
$1.14M 0.04%
18,363
+1,022
389
$1.14M 0.04%
7,246
+126
390
$1.12M 0.04%
9,043
-901
391
$1.12M 0.04%
6,456
-272
392
$1.11M 0.04%
32,596
+6,410
393
$1.11M 0.04%
4,963
-467
394
$1.11M 0.04%
1,684
+96
395
$1.1M 0.04%
3,708
-934
396
$1.1M 0.04%
13,999
-1,567
397
$1.1M 0.04%
17,744
-11,294
398
$1.1M 0.04%
51,609
-1,970
399
$1.1M 0.04%
4,812
+183
400
$1.1M 0.04%
21,073
-4,669
14 15
16
17 18