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
401
$1.1M 0.04%
5,564
-213
402
$1.1M 0.04%
25,992
+2,617
403
$1.09M 0.04%
1,071
+50
404
$1.09M 0.04%
4,762
-804
405
$1.09M 0.04%
77,386
-396
406
$1.09M 0.04%
4,714
-36
407
$1.09M 0.04%
14,446
+944
408
$1.09M 0.04%
13,947
-68
409
$1.09M 0.04%
12,789
-3,696
410
$1.08M 0.04%
29,108
-7,052
411
$1.08M 0.04%
39,051
+4,422
412
$1.08M 0.04%
8,363
-110
413
$1.08M 0.04%
48,690
-1,160
414
$1.08M 0.04%
4,380
-8
415
$1.08M 0.04%
1,307
+331
416
$1.08M 0.04%
12,152
+266
417
$1.07M 0.04%
9,060
+153
418
$1.07M 0.04%
5,426
+132
419
$1.07M 0.04%
55,714
+7,713
420
$1.07M 0.04%
20,678
+2,660
421
$1.07M 0.04%
55,428
+7,705
422
$1.06M 0.04%
16,177
-681
423
$1.06M 0.04%
3,533
-42
424
$1.06M 0.04%
65,846
-1,115
425
$1.05M 0.04%
4,117
+224
15 16
17
18 19