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
426
$1.05M 0.04%
21,510
-20,379
427
$1.04M 0.04%
32,535
-738
428
$1.04M 0.04%
20,790
+10,862
429
$1.04M 0.04%
5,379
430
$1.03M 0.04%
7,808
-406
431
$1.02M 0.04%
14,167
+1,569
432
$1.02M 0.04%
10,222
+1,100
433
$1.01M 0.04%
52,034
+4,997
434
$1.01M 0.04%
123,809
-4,300
435
$1.01M 0.04%
21,588
+87
436
$997K 0.04%
15,243
+75
437
$995K 0.04%
2,282
+116
438
$992K 0.04%
8,200
-828
439
$984K 0.04%
10,648
-1,270
440
$983K 0.04%
8,751
+251
441
$980K 0.04%
14,013
+1,333
442
$979K 0.04%
7,624
+840
443
$979K 0.04%
119,077
-1,461
444
$974K 0.04%
9,926
-107
445
$967K 0.04%
2,064
-51
446
$965K 0.04%
5,181
-115
447
$964K 0.04%
22,037
+702
448
$958K 0.04%
+19,985
449
$951K 0.04%
3,478
-36
450
$950K 0.04%
2,101
+89
16 17
18
19 20