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
726
$375K 0.01%
3,175
+15
727
$373K 0.01%
3,737
+42
728
$373K 0.01%
2,290
+4
729
$372K 0.01%
2,371
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730
$371K 0.01%
6,300
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731
$369K 0.01%
2,792
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732
$368K 0.01%
6,427
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733
$366K 0.01%
617
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734
$364K 0.01%
9,368
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735
$364K 0.01%
13,832
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736
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10,037
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737
$363K 0.01%
3,710
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738
$362K 0.01%
1,538
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739
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6,126
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740
$358K 0.01%
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$357K 0.01%
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658
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$352K 0.01%
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744
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7,052
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745
$352K 0.01%
47,900
746
$349K 0.01%
2,321
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747
$349K 0.01%
6,567
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748
$348K 0.01%
+3,446
749
$348K 0.01%
221
+1
750
$348K 0.01%
3,456
-6,819
28 29
30
31 32