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
The Communication Services Select Sector SPDR Fund
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
51
$13.6M 0.39%
33,578
+9,152
52
$13.5M 0.38%
68,479
+28,670
53
$13.1M 0.37%
228,215
+197,777
54
$12.6M 0.36%
127,873
+60,850
55
$12.4M 0.35%
302,575
+48,238
56
$12.3M 0.35%
71,274
+3,784
57
$11.7M 0.33%
259,116
+103,513
58
$11.6M 0.33%
64,527
-4,396
59
$11.3M 0.32%
123,940
+35,879
60
$11.1M 0.32%
42,640
+4,663
61
$11M 0.31%
131,842
+64,538
62
$10.9M 0.31%
159,274
-3,663
63
$10.9M 0.31%
39,382
+5,810
64
$10.8M 0.31%
76,315
-1,529
65
$10.7M 0.3%
209,952
+883
66
$10.5M 0.3%
27,423
+749
67
$10M 0.28%
199,975
+132,160
68
$9.88M 0.28%
50,000
+14,287
69
$9.68M 0.27%
39,779
+11,997
70
$9.67M 0.27%
59,683
+16,297
71
$9.56M 0.27%
115,366
+35,890
72
$9.49M 0.27%
71,988
+3,351
73
$9.44M 0.27%
126,384
-1,940
74
$9.36M 0.27%
10,559
+823
75
$9.15M 0.26%
30,100
+4,884
1 2
3
4 5