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
The Communication Services Select Sector SPDR Fund
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
26
$20.2M 0.57%
382,109
+46,037
27
$20.2M 0.57%
377,596
+294,843
28
$19.9M 0.56%
43,252
+6,865
29
$19.8M 0.56%
146,238
+48,075
30
$19.5M 0.55%
116,148
+31,669
31
$19.4M 0.55%
544,962
+3,927
32
$18.6M 0.53%
49,696
+18,032
33
$17.9M 0.51%
393,702
+8,246
34
$17.8M 0.51%
175,856
+13,273
35
$17.3M 0.49%
70,841
+17,219
36
$17.1M 0.49%
609,036
+125,445
37
$17M 0.48%
19,177
-27,255
38
$16.7M 0.47%
288,870
+92,279
39
$16.7M 0.47%
31,632
+6,254
40
$16.7M 0.47%
109,932
+25,374
41
$16.5M 0.47%
636,584
+294,512
42
$16.3M 0.46%
98,287
+13,209
43
$14.7M 0.42%
247,577
+45,427
44
$14.4M 0.41%
157,020
+81,456
45
$14.4M 0.41%
72,708
+15,284
46
$14.3M 0.4%
67,797
+13,809
47
$14.2M 0.4%
131,994
+39,473
48
$13.9M 0.39%
176,486
+90,644
49
$13.8M 0.39%
170,398
+25,062
50
$13.7M 0.39%
79,384
+22,230
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