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
Consumer Discretionary Select Sector SPDR Fund
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
26
$16M 0.6%
385,456
-18,085
27
$15.8M 0.59%
162,583
+5,851
28
$15.6M 0.58%
145,244
+10,480
29
$15.5M 0.58%
84,479
-2,845
30
$15.5M 0.58%
85,078
+749
31
$15.3M 0.57%
57,081
-435
32
$14.9M 0.55%
36,387
+7,179
33
$13.8M 0.51%
94,548
+2,386
34
$13.1M 0.49%
254,971
-8,708
35
$12.7M 0.47%
84,558
+54,982
36
$12.7M 0.47%
25,378
+2,451
37
$12.5M 0.47%
483,591
-17,454
38
$12M 0.45%
98,163
+22,613
39
$11.8M 0.44%
231,756
+97,595
40
$11.6M 0.43%
135,138
+8,523
41
$11.5M 0.43%
31,664
+2,589
42
$11.5M 0.43%
53,622
+70
43
$11.3M 0.42%
68,923
+19,987
44
$11.1M 0.41%
202,150
-6,526
45
$10.9M 0.41%
53,988
+309
46
$10.7M 0.4%
67,490
+6,670
47
$10.7M 0.4%
196,591
+27,215
48
$10.6M 0.39%
209,069
+91,203
49
$10.5M 0.39%
+162,937
50
$10.4M 0.39%
+215,314
1
2
3 4 5