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
501
$1.01M 0.03%
13,983
-30
502
$997K 0.03%
+30,508
503
$989K 0.03%
8,946
+3,033
504
$987K 0.03%
10,590
+4,680
505
$985K 0.03%
9,276
+2,473
506
$981K 0.03%
6,074
+1,222
507
$981K 0.03%
2,848
+1,098
508
$979K 0.03%
20,089
+104
509
$976K 0.03%
47,657
+3,993
510
$972K 0.03%
20,697
+2,177
511
$972K 0.03%
+18,136
512
$965K 0.03%
18,505
+3,740
513
$963K 0.03%
43,978
+9,648
514
$962K 0.03%
46,221
+26,772
515
$959K 0.03%
9,863
-63
516
$956K 0.03%
9,939
+549
517
$954K 0.03%
28,905
+294
518
$941K 0.03%
17,416
-105
519
$938K 0.03%
6,424
+76
520
$935K 0.03%
900
+73
521
$935K 0.03%
17,420
-2,066
522
$930K 0.03%
15,284
-322
523
$920K 0.03%
7,867
+974
524
$915K 0.03%
8,777
+708
525
$907K 0.03%
5,204
+657
19 20
21
22 23