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
451
$1.22M 0.03%
61,875
+2,787
452
$1.21M 0.03%
18,588
+3,769
453
$1.21M 0.03%
14,966
-277
454
$1.2M 0.03%
5,688
+309
455
$1.2M 0.03%
4,740
+1,687
456
$1.2M 0.03%
16,973
+796
457
$1.19M 0.03%
2,427
+613
458
$1.19M 0.03%
21,777
+4,930
459
$1.18M 0.03%
2,531
+467
460
$1.18M 0.03%
49,706
-1,938
461
$1.17M 0.03%
52,648
+1,039
462
$1.16M 0.03%
22,577
+3,665
463
$1.15M 0.03%
51,572
+13,615
464
$1.15M 0.03%
22,874
+16,398
465
$1.15M 0.03%
24,309
+18,123
466
$1.14M 0.03%
24,481
-5,309
467
$1.14M 0.03%
1,373
+302
468
$1.14M 0.03%
8,308
-55
469
$1.13M 0.03%
39,465
-116,279
470
$1.13M 0.03%
9,473
+2,981
471
$1.12M 0.03%
21,965
+377
472
$1.12M 0.03%
17,905
+5,285
473
$1.11M 0.03%
4,072
+539
474
$1.11M 0.03%
7,946
+3,986
475
$1.1M 0.03%
13,146
+319
17 18
19
20 21