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
876
$330K 0.01%
+8,015
877
$330K 0.01%
3,679
+864
878
$329K 0.01%
+3,241
879
$329K 0.01%
+24,000
880
$326K 0.01%
4,721
+13
881
$325K 0.01%
1,176
+98
882
$325K 0.01%
6,451
+296
883
$325K 0.01%
2,500
-60
884
$323K 0.01%
21,361
+42
885
$322K 0.01%
+1,072
886
$322K 0.01%
4,211
-537
887
$322K 0.01%
24,800
+12,106
888
$318K 0.01%
2,188
+323
889
$317K 0.01%
+3,049
890
$317K 0.01%
4,041
+1,232
891
$316K 0.01%
1,321
-1,120
892
$316K 0.01%
13,296
893
$316K 0.01%
+2,417
894
$314K 0.01%
+4,365
895
$313K 0.01%
8,394
-134
896
$313K 0.01%
27,597
+1,831
897
$312K 0.01%
+12,423
898
$312K 0.01%
3,099
-38
899
$311K 0.01%
6,142
-2,904
900
$310K 0.01%
+9,300
34 35
36
37 38