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
426
$1.32M 0.04%
+30,167
427
$1.31M 0.04%
41,145
+25,605
428
$1.31M 0.04%
2,548
+447
429
$1.31M 0.04%
6,343
+917
430
$1.3M 0.04%
9,636
+1,436
431
$1.3M 0.04%
11,411
+164
432
$1.28M 0.04%
32,787
-1,786
433
$1.28M 0.04%
5,883
+702
434
$1.28M 0.04%
36,311
+15,004
435
$1.28M 0.04%
25,127
-13,645
436
$1.28M 0.04%
6,722
+2,322
437
$1.28M 0.04%
25,342
+10,228
438
$1.27M 0.04%
16,310
+2,363
439
$1.27M 0.04%
5,288
-1,557
440
$1.27M 0.04%
5,523
+711
441
$1.26M 0.04%
112,507
+40,350
442
$1.26M 0.04%
22,483
+3,155
443
$1.26M 0.04%
2,036
+352
444
$1.25M 0.04%
49,825
+1,135
445
$1.25M 0.04%
5,119
+357
446
$1.24M 0.04%
195,663
-10,849
447
$1.24M 0.04%
17,317
-2,020
448
$1.24M 0.04%
7,404
+1,509
449
$1.23M 0.03%
+27,600
450
$1.23M 0.03%
13,569
-2,700
16 17
18
19 20