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
726
$494K 0.01%
8,275
-1,697
727
$494K 0.01%
6,192
+702
728
$494K 0.01%
9,655
-11,135
729
$493K 0.01%
1,047
+436
730
$492K 0.01%
22,883
+10,503
731
$491K 0.01%
14,409
732
$490K 0.01%
13,034
-1,525
733
$485K 0.01%
7,501
-501
734
$485K 0.01%
1,249
+445
735
$485K 0.01%
+51,050
736
$484K 0.01%
20,662
+832
737
$480K 0.01%
14,825
+5,274
738
$475K 0.01%
17,907
+1,954
739
$471K 0.01%
1,014
+411
740
$468K 0.01%
10,800
-2,145
741
$468K 0.01%
10,531
+1,187
742
$467K 0.01%
67,996
-10,400
743
$466K 0.01%
26,146
-2,311
744
$465K 0.01%
+9,953
745
$463K 0.01%
4,650
-250
746
$463K 0.01%
+23,052
747
$462K 0.01%
7,107
+2,134
748
$458K 0.01%
1,262
+365
749
$455K 0.01%
+4,574
750
$453K 0.01%
1,741
+203
28 29
30
31 32