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
826
$277K 0.01%
3,935
-45
827
$276K 0.01%
9,075
-96
828
$274K 0.01%
6,155
-8,410
829
$274K 0.01%
+5,994
830
$273K 0.01%
670
-27
831
$273K 0.01%
1,362
-133
832
$272K 0.01%
8,293
-323
833
$271K 0.01%
3,340
-93
834
$270K 0.01%
7,527
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835
$269K 0.01%
2,437
-1,028
836
$268K 0.01%
9,774
-278
837
$267K 0.01%
13,447
838
$267K 0.01%
+2,929
839
$266K 0.01%
+11,720
840
$265K 0.01%
804
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841
$264K 0.01%
9,668
-2,431
842
$264K 0.01%
5,034
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843
$263K 0.01%
2,788
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844
$263K 0.01%
2,327
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845
$261K 0.01%
13,047
+63
846
$261K 0.01%
5,584
-835
847
$261K 0.01%
611
-210
848
$260K 0.01%
7,444
+362
849
$260K 0.01%
3,509
+456
850
$259K 0.01%
1,622
-24
32 33
34
35 36