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
676
$582K 0.02%
10,302
-5,244
677
$580K 0.02%
2,812
+616
678
$575K 0.02%
4,331
-738
679
$574K 0.02%
7,329
+1,905
680
$573K 0.02%
18,523
-48,392
681
$568K 0.02%
9,717
+132
682
$568K 0.02%
5,464
+935
683
$567K 0.02%
7,662
+1,639
684
$566K 0.02%
15,938
+8,494
685
$563K 0.02%
16,600
+1,700
686
$562K 0.02%
989
+384
687
$560K 0.02%
12,482
-470
688
$560K 0.02%
6,354
+3,014
689
$558K 0.02%
7,706
-272
690
$556K 0.02%
19,016
+2,524
691
$555K 0.02%
1,122
-31
692
$554K 0.02%
5,863
+2,934
693
$552K 0.02%
39,391
-14,210
694
$551K 0.02%
3,056
+735
695
$549K 0.02%
18,393
-1,691
696
$547K 0.02%
11,993
+212
697
$547K 0.02%
12,795
+4,683
698
$545K 0.02%
13,436
+6,246
699
$545K 0.02%
5,018
700
$544K 0.02%
5,321
-22
26 27
28
29 30