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
751
$342K 0.01%
4,748
-2,702
752
$342K 0.01%
2,884
-576
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$341K 0.01%
7,681
-2
754
$339K 0.01%
5,941
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755
$339K 0.01%
3,545
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$337K 0.01%
4,813
-31
757
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8,302
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759
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760
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8,047
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761
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4,829
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762
$334K 0.01%
21,319
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763
$334K 0.01%
4,673
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$333K 0.01%
17,817
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3,383
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8,252
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14,611
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771
$325K 0.01%
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772
$325K 0.01%
4,215
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773
$324K 0.01%
605
-21
774
$323K 0.01%
2,221
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775
$322K 0.01%
6,393
-39
29 30
31
32 33