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
701
$543K 0.02%
8,580
-1,119
702
$542K 0.02%
10,777
-2,148
703
$541K 0.02%
1,816
+47
704
$541K 0.02%
4,252
+782
705
$540K 0.02%
1,435
-11
706
$539K 0.02%
10,249
+1,933
707
$538K 0.02%
18,361
-863
708
$530K 0.02%
6,797
+2,124
709
$529K 0.02%
11,635
+697
710
$528K 0.02%
7,052
+1,250
711
$523K 0.01%
3,209
+268
712
$518K 0.01%
6,973
+2,144
713
$517K 0.01%
9,627
+245
714
$515K 0.01%
4,854
-1,600
715
$513K 0.01%
3,420
+628
716
$513K 0.01%
6,238
+1,228
717
$512K 0.01%
+20,045
718
$511K 0.01%
24,726
+11,279
719
$510K 0.01%
52
-10
720
$507K 0.01%
31,025
+20,949
721
$507K 0.01%
20,965
+6,354
722
$499K 0.01%
10,573
+4,011
723
$498K 0.01%
+20,000
724
$497K 0.01%
1,753
-38
725
$496K 0.01%
10,282
+5,072
27 28
29
30 31