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
526
$906K 0.03%
11,607
+864
527
$905K 0.03%
6,772
+3,150
528
$894K 0.03%
8,604
+988
529
$893K 0.03%
2,622
-30
530
$891K 0.03%
5,270
+1,204
531
$885K 0.03%
17,392
+7,544
532
$883K 0.03%
10,991
+6,405
533
$880K 0.03%
4,514
-1,942
534
$876K 0.02%
190,441
+76,434
535
$870K 0.02%
20,875
+64
536
$866K 0.02%
9,671
+2,106
537
$864K 0.02%
21,043
+8,904
538
$863K 0.02%
35,582
+11,551
539
$861K 0.02%
2,898
+335
540
$857K 0.02%
23,257
+1,119
541
$854K 0.02%
12,795
+5,365
542
$852K 0.02%
36,318
+14,033
543
$851K 0.02%
4,447
+1,597
544
$850K 0.02%
24,223
-26,441
545
$849K 0.02%
31,099
+14,546
546
$847K 0.02%
9,796
547
$847K 0.02%
12,124
+1,550
548
$845K 0.02%
+13,348
549
$844K 0.02%
34,388
+1,418
550
$841K 0.02%
+4,676
20 21
22
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