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
751
$451K 0.01%
+38,780
752
$451K 0.01%
8,600
+3,462
753
$447K 0.01%
5,323
+1,108
754
$445K 0.01%
8,569
+4,285
755
$444K 0.01%
4,015
+632
756
$444K 0.01%
14,123
+652
757
$442K 0.01%
21,052
-38,534
758
$442K 0.01%
2,358
+1,163
759
$441K 0.01%
2,497
+875
760
$441K 0.01%
14,937
+5,269
761
$439K 0.01%
4,033
+2,035
762
$438K 0.01%
+728
763
$437K 0.01%
9,764
+262
764
$435K 0.01%
1,993
+1,007
765
$434K 0.01%
4,530
+985
766
$434K 0.01%
2,644
+1,077
767
$433K 0.01%
858
+241
768
$430K 0.01%
18,163
-24
769
$430K 0.01%
3,062
+1,151
770
$428K 0.01%
10,494
-1,093
771
$428K 0.01%
10,501
+464
772
$427K 0.01%
8,330
+1,937
773
$427K 0.01%
5,097
+2,236
774
$426K 0.01%
5,951
-16,496
775
$425K 0.01%
22,690
+802
29 30
31
32 33