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
551
$841K 0.02%
17,254
-2,700
552
$838K 0.02%
6,550
+1,442
553
$836K 0.02%
5,559
+137
554
$833K 0.02%
22,083
+10
555
$829K 0.02%
25,869
+9,822
556
$826K 0.02%
4,511
+1,284
557
$823K 0.02%
5,048
-238
558
$823K 0.02%
+9,646
559
$820K 0.02%
20,154
+4,292
560
$820K 0.02%
36,133
+17,660
561
$817K 0.02%
5,016
+155
562
$816K 0.02%
20,117
+440
563
$811K 0.02%
17,701
+3,477
564
$809K 0.02%
4,263
+229
565
$800K 0.02%
3,355
+137
566
$793K 0.02%
29,758
+151
567
$792K 0.02%
3,411
+422
568
$791K 0.02%
10,890
+548
569
$791K 0.02%
2,960
+285
570
$789K 0.02%
276,885
-19,450
571
$788K 0.02%
17,076
+3,277
572
$786K 0.02%
179,848
+164,883
573
$785K 0.02%
2,021
-124
574
$783K 0.02%
11,872
+5,815
575
$781K 0.02%
8,823
+3,894
21 22
23
24 25