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
576
$605K 0.02%
14,224
+1,057
577
$603K 0.02%
9,972
+50
578
$603K 0.02%
7,539
+27
579
$599K 0.02%
5,608
-310
580
$595K 0.02%
+6,654
581
$593K 0.02%
14,286
-3,743
582
$590K 0.02%
9,152
+248
583
$590K 0.02%
11,553
-103
584
$589K 0.02%
+49,306
585
$588K 0.02%
13,799
+1,411
586
$587K 0.02%
24,031
+2,494
587
$586K 0.02%
8,002
-382
588
$586K 0.02%
12,952
-660
589
$586K 0.02%
51,724
+16,403
590
$581K 0.02%
1,750
+2
591
$581K 0.02%
9,699
-992
592
$581K 0.02%
7,527
-922
593
$579K 0.02%
20,084
+41
594
$578K 0.02%
5,962
+11
595
$578K 0.02%
5,913
+788
596
$577K 0.02%
14,016
597
$575K 0.02%
7,647
-1
598
$574K 0.02%
3,222
-290
599
$571K 0.02%
2,660
-4
600
$565K 0.02%
15,862
+79
22 23
24
25 26