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
476
$1.1M 0.03%
22,895
+858
477
$1.09M 0.03%
16,781
+5,583
478
$1.09M 0.03%
20,670
+10,197
479
$1.08M 0.03%
1,705
+267
480
$1.08M 0.03%
54,921
+2,887
481
$1.07M 0.03%
13,480
-2,779
482
$1.07M 0.03%
18,420
+3,355
483
$1.07M 0.03%
164,574
+65,539
484
$1.07M 0.03%
31,711
-824
485
$1.07M 0.03%
20,105
-573
486
$1.06M 0.03%
44,744
+16,952
487
$1.06M 0.03%
5,360
+2,138
488
$1.06M 0.03%
7,578
-230
489
$1.05M 0.03%
15,815
+1,039
490
$1.05M 0.03%
8,940
+3,722
491
$1.04M 0.03%
7,699
+453
492
$1.04M 0.03%
16,701
+10,760
493
$1.03M 0.03%
3,539
+61
494
$1.03M 0.03%
29,830
+47
495
$1.02M 0.03%
2,834
+1,011
496
$1.02M 0.03%
14,200
+917
497
$1.01M 0.03%
24,929
+8,266
498
$1.01M 0.03%
8,389
+868
499
$1.01M 0.03%
7,115
+1,517
500
$1.01M 0.03%
21,495
+2,945
18 19
20
21 22