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
601
$717K 0.02%
19,660
+1,716
602
$714K 0.02%
3,614
+95
603
$713K 0.02%
20,328
+12,035
604
$712K 0.02%
+18,879
605
$711K 0.02%
+14,956
606
$708K 0.02%
6,511
+767
607
$702K 0.02%
342
+19
608
$702K 0.02%
16,550
-3,000
609
$701K 0.02%
14,583
+8,357
610
$697K 0.02%
8,322
+783
611
$693K 0.02%
27,064
+11,553
612
$691K 0.02%
4,758
-1,960
613
$691K 0.02%
13,167
-10,776
614
$688K 0.02%
1
615
$687K 0.02%
5,571
+688
616
$685K 0.02%
5,733
+2,359
617
$682K 0.02%
2,647
-48
618
$682K 0.02%
15,123
+6,020
619
$681K 0.02%
13,100
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620
$679K 0.02%
15,136
+6,689
621
$678K 0.02%
156
+10
622
$678K 0.02%
27,517
-93
623
$678K 0.02%
8,472
+1,011
624
$676K 0.02%
6,416
-11,641
625
$671K 0.02%
17,244
+9,563
23 24
25
26 27