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
626
$524K 0.02%
+19,224
627
$523K 0.02%
5,069
-1,711
628
$517K 0.02%
16,982
+8,050
629
$510K 0.02%
5,343
+200
630
$505K 0.02%
2,798
+211
631
$504K 0.02%
13,215
-4,170
632
$503K 0.02%
22,285
+457
633
$502K 0.02%
5,490
-121
634
$502K 0.02%
3,227
-648
635
$500K 0.02%
4,949
-130
636
$500K 0.02%
7,120
+26
637
$500K 0.02%
+9,848
638
$499K 0.02%
3,960
-70
639
$499K 0.02%
99,035
+139
640
$498K 0.02%
78,396
641
$495K 0.02%
5,018
642
$494K 0.02%
+2,877
643
$493K 0.02%
7,461
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644
$487K 0.02%
4,900
-3,750
645
$486K 0.02%
13,471
+1,272
646
$484K 0.02%
1,253
+137
647
$483K 0.02%
3,839
+98
648
$482K 0.02%
16,047
+4,835
649
$482K 0.02%
+19,830
650
$481K 0.02%
14,900
+4,500
24 25
26
27 28