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
451
$933K 0.03%
29,573
+121
452
$928K 0.03%
29,783
+68
453
$922K 0.03%
6,718
-971
454
$918K 0.03%
15,606
-97
455
$917K 0.03%
19,954
-8,575
456
$915K 0.03%
16,086
+215
457
$908K 0.03%
13,603
+96
458
$898K 0.03%
106,767
+336
459
$892K 0.03%
43,664
+12,027
460
$891K 0.03%
18,912
-211
461
$887K 0.03%
5,895
-1,035
462
$886K 0.03%
14,776
-9,517
463
$884K 0.03%
8,884
+2,052
464
$883K 0.03%
158,278
+393
465
$882K 0.03%
12,827
-1,618
466
$881K 0.03%
7,521
+26
467
$880K 0.03%
14,044
+3,644
468
$874K 0.03%
17,521
+228
469
$874K 0.03%
28,611
-2,163
470
$869K 0.03%
4,400
-1,028
471
$865K 0.03%
12,622
+630
472
$862K 0.03%
9,622
+346
473
$857K 0.03%
5,422
-144
474
$852K 0.03%
8,294
-913
475
$851K 0.03%
16,847
+1,220
17 18
19
20 21