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
576
$780K 0.02%
1,506
+135
577
$779K 0.02%
9,924
+1,349
578
$779K 0.02%
8,878
-6,392
579
$775K 0.02%
17,615
+5,871
580
$772K 0.02%
3,460
+814
581
$765K 0.02%
5,449
-375
582
$764K 0.02%
5,781
-118
583
$757K 0.02%
+7,379
584
$754K 0.02%
2,953
+76
585
$748K 0.02%
94,300
+46,400
586
$747K 0.02%
6,778
+50
587
$745K 0.02%
9,045
+1,925
588
$741K 0.02%
65,258
-2,809
589
$739K 0.02%
7,104
+1,142
590
$736K 0.02%
701
+103
591
$736K 0.02%
13,476
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592
$735K 0.02%
3,047
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593
$734K 0.02%
16,308
+5,118
594
$732K 0.02%
4,558
-8
595
$729K 0.02%
12,825
+2,959
596
$729K 0.02%
5,855
+906
597
$729K 0.02%
27,336
+837
598
$727K 0.02%
14,299
+7,929
599
$723K 0.02%
8,636
+3,085
600
$717K 0.02%
23,627
+247
22 23
24
25 26