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
901
$309K 0.01%
8,878
+2,858
902
$309K 0.01%
+2,808
903
$307K 0.01%
4,074
+565
904
$307K 0.01%
25,780
+193
905
$306K 0.01%
+15,186
906
$305K 0.01%
+4,482
907
$305K 0.01%
2,201
+39
908
$303K 0.01%
+16,426
909
$301K 0.01%
28,100
+5,500
910
$298K 0.01%
4,383
-52
911
$297K 0.01%
+3,013
912
$297K 0.01%
+3,295
913
$295K 0.01%
533
+137
914
$293K 0.01%
7,786
+887
915
$293K 0.01%
+2,028
916
$292K 0.01%
4,642
-1,484
917
$292K 0.01%
+12,645
918
$292K 0.01%
+6,590
919
$292K 0.01%
+6,177
920
$292K 0.01%
6,138
+405
921
$290K 0.01%
2,199
-22
922
$289K 0.01%
+2,252
923
$288K 0.01%
11,416
+598
924
$288K 0.01%
+1,340
925
$288K 0.01%
+8,160
35 36
37
38 39