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
476
$849K 0.03%
18,550
-7,461
477
$835K 0.03%
2,989
-25
478
$828K 0.03%
2,652
-255
479
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2,145
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480
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6,348
-110
481
$820K 0.03%
3,445
-45
482
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483
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9,750
-2,706
484
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19,486
-36,932
485
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22,138
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486
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15,065
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487
$807K 0.03%
1,814
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488
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21,307
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489
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12,620
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490
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13,283
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492
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494
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29,607
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495
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10,077
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496
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15,445
-12,678
497
$780K 0.03%
18,520
+170
498
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11,917
-54
499
$779K 0.03%
9,796
-820
500
$778K 0.03%
8,704
+631
18 19
20
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