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
851
$351K 0.01%
5,906
+269
852
$350K 0.01%
223
+2
853
$350K 0.01%
4,700
854
$349K 0.01%
4,775
-108
855
$348K 0.01%
29,913
856
$348K 0.01%
11,709
-2,307
857
$348K 0.01%
+1,066
858
$348K 0.01%
9,576
-2,908
859
$348K 0.01%
21,004
+8,316
860
$347K 0.01%
+4,787
861
$346K 0.01%
9,989
+139
862
$345K 0.01%
+4,064
863
$343K 0.01%
5,314
+2,130
864
$341K 0.01%
4,916
865
$340K 0.01%
6,669
+948
866
$339K 0.01%
8,982
-93
867
$339K 0.01%
+10,201
868
$335K 0.01%
18,621
+7,159
869
$335K 0.01%
666
+165
870
$334K 0.01%
1,082
+299
871
$334K 0.01%
2,254
+332
872
$333K 0.01%
4,424
+489
873
$332K 0.01%
2,063
+250
874
$332K 0.01%
2,666
-218
875
$331K 0.01%
848
+86
33 34
35
36 37