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
501
$778K 0.03%
6,803
+1,033
502
$774K 0.03%
5,598
+828
503
$766K 0.03%
72,157
504
$763K 0.03%
15,546
+2,111
505
$760K 0.03%
10,549
-62
506
$756K 0.03%
37,957
-255
507
$753K 0.03%
4,098
+457
508
$748K 0.03%
6,893
-23,682
509
$746K 0.03%
827
+31
510
$743K 0.03%
1,371
+318
511
$743K 0.03%
68,067
-113
512
$742K 0.03%
9,390
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513
$738K 0.03%
4,852
+320
514
$736K 0.03%
2,675
-773
515
$734K 0.03%
5,752
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516
$733K 0.03%
5,286
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517
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15,114
+5,340
518
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5,824
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519
$727K 0.03%
1,438
-44
520
$727K 0.03%
32,970
521
$725K 0.03%
13,500
-419
522
$725K 0.03%
53,601
+1,101
523
$723K 0.03%
3,218
+37
524
$722K 0.03%
22,073
+10
525
$722K 0.03%
12,259
-39
19 20
21
22 23