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
Consumer Discretionary Select Sector SPDR Fund
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
901
$228K 0.01%
3,240
-420
902
$227K 0.01%
6,665
903
$225K 0.01%
+6,056
904
$225K 0.01%
727
-122
905
$224K 0.01%
8,381
+41
906
$224K 0.01%
+15,950
907
$224K 0.01%
3,856
-2,979
908
$224K 0.01%
16,958
-353
909
$223K 0.01%
8,421
-1,953
910
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8,774
-5,783
911
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8,468
-7,354
912
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411
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913
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7,248
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914
$221K 0.01%
+7,264
915
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10,858
-43
916
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917
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918
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396
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5,956
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920
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1,195
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921
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922
$220K 0.01%
9,126
+22
923
$219K 0.01%
8,710
-5,818
924
$219K 0.01%
3,519
-311
925
$218K 0.01%
6,456
+1,169
35 36
37
38 39