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
801
$299K 0.01%
+6,000
802
$298K 0.01%
8,112
+331
803
$297K 0.01%
+30,735
804
$296K 0.01%
+6,484
805
$296K 0.01%
2,138
+5
806
$295K 0.01%
5,464
-1,344
807
$294K 0.01%
4,883
+267
808
$292K 0.01%
783
-137
809
$292K 0.01%
5,721
-1,306
810
$289K 0.01%
4,586
+946
811
$288K 0.01%
5,637
+7
812
$287K 0.01%
5,298
+9
813
$287K 0.01%
8,528
+1,011
814
$286K 0.01%
1,891
-45
815
$285K 0.01%
1,078
816
$284K 0.01%
+9,850
817
$282K 0.01%
+9,551
818
$281K 0.01%
8,500
-705
819
$280K 0.01%
6,022
+992
820
$280K 0.01%
6,186
+504
821
$279K 0.01%
5,875
-2,085
822
$279K 0.01%
8,880
+602
823
$279K 0.01%
13,064
-1,071
824
$278K 0.01%
5,138
+91
825
$278K 0.01%
2,804
-100
31 32
33
34 35