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
Consumer Discretionary Select Sector SPDR Fund
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
51
$9.98M 0.37%
26,674
+199
52
$9.9M 0.37%
77,844
-7,747
53
$9.85M 0.37%
57,424
-765
54
$9.84M 0.37%
145,336
-3,452
55
$9.46M 0.35%
92,521
+81,881
56
$9.43M 0.35%
57,154
-656
57
$9.42M 0.35%
254,337
+1,748
58
$9.29M 0.35%
525,514
+16,149
59
$9.03M 0.34%
223,301
-7,089
60
$8.99M 0.34%
220,681
-4,420
61
$8.81M 0.33%
33,572
+301
62
$8.77M 0.33%
128,324
-9,869
63
$8.75M 0.33%
68,637
+3,615
64
$8.62M 0.32%
342,072
-67,368
65
$8.41M 0.31%
24,426
+371
66
$8.28M 0.31%
9,736
-19
67
$7.68M 0.29%
42,239
-27,355
68
$7.56M 0.28%
96,802
+2,833
69
$7.51M 0.28%
37,977
+2,553
70
$7.4M 0.28%
88,061
+1,443
71
$7.25M 0.27%
39,809
-2,487
72
$7.24M 0.27%
27,782
+7,812
73
$7.18M 0.27%
73,992
+884
74
$7.04M 0.26%
61,116
+3,357
75
$6.94M 0.26%
75,564
-13,166
1 2
3
4 5