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
776
$423K 0.01%
10,202
-638
777
$423K 0.01%
5,794
-4,755
778
$420K 0.01%
2,371
779
$416K 0.01%
9,601
-1,029
780
$414K 0.01%
7,021
+3,165
781
$409K 0.01%
2,456
-1,701
782
$409K 0.01%
13,784
+4,010
783
$408K 0.01%
13,761
+2,856
784
$408K 0.01%
14,203
+4,919
785
$408K 0.01%
+7,334
786
$407K 0.01%
+2,766
787
$407K 0.01%
+12,039
788
$407K 0.01%
1,786
+709
789
$406K 0.01%
5,767
-212
790
$405K 0.01%
12,107
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791
$404K 0.01%
2,298
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792
$404K 0.01%
1,164
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793
$402K 0.01%
5,205
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794
$401K 0.01%
3,213
+38
795
$399K 0.01%
9,194
+3,200
796
$397K 0.01%
5,160
+1,920
797
$397K 0.01%
6,016
-4,632
798
$396K 0.01%
1,075
+348
799
$394K 0.01%
1,466
+430
800
$392K 0.01%
6,896
+1,862
30 31
32
33 34