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
776
$322K 0.01%
4,916
-1,184
777
$318K 0.01%
1,036
-609
778
$317K 0.01%
6,370
-5,546
779
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780
$316K 0.01%
3,137
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781
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6,476
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6,562
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784
$314K 0.01%
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785
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808
786
$313K 0.01%
1,911
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787
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13,296
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788
$312K 0.01%
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791
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795
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796
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797
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798
$299K 0.01%
4,962
-356
799
$299K 0.01%
7,522
-81
800
$299K 0.01%
4,708
-6,448
30 31
32
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