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
551
$662K 0.02%
2,563
+252
552
$656K 0.02%
2,441
+108
553
$652K 0.02%
23,380
-4,918
554
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+12,925
555
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1
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556
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19,550
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557
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27,610
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558
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4,034
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559
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560
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561
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25,040
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562
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9,406
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563
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564
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27,792
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565
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10,743
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19,436
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571
$617K 0.02%
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-33
572
$617K 0.02%
4,066
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573
$616K 0.02%
11,198
+382
574
$610K 0.02%
2,611
+146
575
$605K 0.02%
17,944
-625
21 22
23
24 25