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
826
$369K 0.01%
3,216
+996
827
$368K 0.01%
802
+132
828
$367K 0.01%
3,838
829
$367K 0.01%
9,407
-3,808
830
$366K 0.01%
5,266
-1,060
831
$366K 0.01%
13,875
+43
832
$365K 0.01%
4,795
-18
833
$364K 0.01%
3,261
-476
834
$364K 0.01%
2,610
+290
835
$364K 0.01%
+4,141
836
$363K 0.01%
3,641
+1,344
837
$360K 0.01%
5,068
-8,535
838
$360K 0.01%
+3,049
839
$360K 0.01%
6,349
-287
840
$359K 0.01%
15,723
+535
841
$358K 0.01%
27,880
-1,300
842
$358K 0.01%
1,895
+754
843
$357K 0.01%
8,169
844
$356K 0.01%
9,978
+1,098
845
$355K 0.01%
13,515
+4,741
846
$355K 0.01%
5,586
+288
847
$354K 0.01%
1,102
-200
848
$353K 0.01%
1,635
+231
849
$353K 0.01%
17,259
-2,959
850
$351K 0.01%
11,203
+5,511
32 33
34
35 36