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
676
$435K 0.02%
+8,523
677
$435K 0.02%
18,187
-512
678
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3,280
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679
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10,938
-1,424
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$434K 0.02%
16,553
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681
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12,139
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682
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11,587
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683
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-1,201
684
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3,384
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685
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10,840
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686
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687
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29,180
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688
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8,316
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689
$416K 0.02%
4,929
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690
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5,010
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692
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20,218
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693
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695
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10,470
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21,888
697
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5,424
-139
698
$404K 0.02%
15,540
+2,556
699
$403K 0.02%
7,430
-687
700
$403K 0.02%
18,473
-913
26 27
28
29 30