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
801
$392K 0.01%
21,298
+3,481
802
$390K 0.01%
26,775
+9,817
803
$390K 0.01%
2,243
+881
804
$390K 0.01%
5,809
-3,343
805
$388K 0.01%
200
+33
806
$388K 0.01%
3,556
-392
807
$387K 0.01%
2,906
-359
808
$386K 0.01%
8,415
-7,376
809
$385K 0.01%
7,080
-1,443
810
$385K 0.01%
+19,925
811
$384K 0.01%
8,409
+157
812
$384K 0.01%
+8,409
813
$383K 0.01%
5,974
+1,541
814
$381K 0.01%
1,327
+648
815
$380K 0.01%
3,895
+1,107
816
$380K 0.01%
16,120
+5,262
817
$380K 0.01%
+26,963
818
$379K 0.01%
35,740
+31,150
819
$378K 0.01%
6,221
+1,468
820
$376K 0.01%
+14,440
821
$376K 0.01%
119
+46
822
$375K 0.01%
1,892
+761
823
$374K 0.01%
9,026
+1,504
824
$372K 0.01%
8,312
+3,258
825
$370K 0.01%
34,809
+12,595
31 32
33
34 35