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
651
$622K 0.02%
8,458
-70
652
$621K 0.02%
4,925
+371
653
$620K 0.02%
4,444
+1,164
654
$617K 0.02%
10,218
+6,618
655
$617K 0.02%
3,219
+421
656
$612K 0.02%
68,353
-41,465
657
$611K 0.02%
9,874
+3,307
658
$610K 0.02%
4,940
+1,101
659
$610K 0.02%
13,547
+3,077
660
$608K 0.02%
5,503
-105
661
$607K 0.02%
+57,210
662
$606K 0.02%
3,447
+1,556
663
$605K 0.02%
29,687
+4,162
664
$604K 0.02%
4,592
+1,208
665
$602K 0.02%
17,825
+614
666
$602K 0.02%
12,206
+147
667
$602K 0.02%
1,290
+482
668
$596K 0.02%
18,556
+689
669
$596K 0.02%
5,016
+1,306
670
$595K 0.02%
4,921
-163
671
$593K 0.02%
16,566
+2,862
672
$587K 0.02%
10,254
+1,350
673
$586K 0.02%
9,430
+1,723
674
$583K 0.02%
+10,000
675
$582K 0.02%
8,251
+151
25 26
27
28 29