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
401
$1.44M 0.04%
29,971
-24,499
402
$1.44M 0.04%
12,101
+2,479
403
$1.43M 0.04%
14,737
+4,987
404
$1.39M 0.04%
5,140
+426
405
$1.39M 0.04%
11,867
+1,081
406
$1.39M 0.04%
2,623
+341
407
$1.39M 0.04%
25,408
-36,864
408
$1.39M 0.04%
17,279
+9,752
409
$1.38M 0.04%
17,685
+8,514
410
$1.38M 0.04%
4,402
+694
411
$1.37M 0.04%
16,183
+6,106
412
$1.37M 0.04%
5,045
+669
413
$1.36M 0.04%
10,057
+997
414
$1.36M 0.04%
12,992
+4,288
415
$1.36M 0.04%
63,145
-20,490
416
$1.35M 0.04%
14,242
-335
417
$1.35M 0.04%
22,069
-658
418
$1.35M 0.04%
21,655
+1,609
419
$1.34M 0.04%
15,754
+1,755
420
$1.34M 0.04%
11,311
+3,228
421
$1.34M 0.04%
+53,847
422
$1.34M 0.04%
5,259
+1,814
423
$1.33M 0.04%
13,520
424
$1.33M 0.04%
10,532
+1,781
425
$1.32M 0.04%
9,446
+1,822
15 16
17
18 19