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
376
$1.63M 0.05%
39,485
-5,874
377
$1.61M 0.05%
15,932
+7,048
378
$1.58M 0.04%
17,232
+3,812
379
$1.57M 0.04%
77,016
+3,038
380
$1.57M 0.04%
9,030
+2,392
381
$1.56M 0.04%
38,658
+18,505
382
$1.55M 0.04%
25,900
-2,763
383
$1.55M 0.04%
5,785
+212
384
$1.52M 0.04%
44,509
-12,366
385
$1.52M 0.04%
12,963
-25,169
386
$1.51M 0.04%
6,883
+4,223
387
$1.51M 0.04%
142,399
+15,410
388
$1.49M 0.04%
164,165
+57,398
389
$1.49M 0.04%
142,475
+16,950
390
$1.49M 0.04%
16,015
+3,226
391
$1.49M 0.04%
256,811
+98,533
392
$1.49M 0.04%
101,112
+65,641
393
$1.48M 0.04%
34,396
-1,381
394
$1.48M 0.04%
4,536
-21
395
$1.48M 0.04%
25,671
+11,627
396
$1.47M 0.04%
5,074
+957
397
$1.46M 0.04%
12,158
+6,513
398
$1.46M 0.04%
30,729
+728
399
$1.46M 0.04%
13,674
-493
400
$1.45M 0.04%
89,771
+23,925
14 15
16
17 18