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
701
$402K 0.02%
2,850
-107
702
$401K 0.01%
3,470
+481
703
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9,046
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704
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705
$398K 0.01%
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706
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1,302
707
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6,716
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708
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12,430
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710
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3,622
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712
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11,766
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713
$392K 0.01%
9,103
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15,188
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715
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2,196
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716
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717
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718
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13,704
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719
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720
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+12,484
721
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19,449
-523
722
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6,023
-63
723
$380K 0.01%
3,374
-265
724
$379K 0.01%
3,265
+162
725
$376K 0.01%
4,590
+2,490
27 28
29
30 31