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
926
$218K 0.01%
1,680
-117
927
$217K 0.01%
1,077
+37
928
$217K 0.01%
5,054
-1,779
929
$217K 0.01%
18,910
+221
930
$216K 0.01%
73
+9
931
$216K 0.01%
2,861
+142
932
$215K 0.01%
6,987
-370
933
$215K 0.01%
+5,053
934
$215K 0.01%
3,863
-50
935
$215K 0.01%
679
-168
936
$215K 0.01%
+168
937
$215K 0.01%
+3,184
938
$214K 0.01%
4,284
-14,356
939
$213K 0.01%
1,131
-287
940
$213K 0.01%
12,627
+12
941
$211K 0.01%
31,053
+795
942
$210K 0.01%
+3,600
943
$209K 0.01%
33,748
944
$209K 0.01%
+7,080
945
$209K 0.01%
28,105
+1,289
946
$207K 0.01%
3,458
-345
947
$206K 0.01%
+1,998
948
$206K 0.01%
6,400
949
$206K 0.01%
3,370
+11
950
$205K 0.01%
+6,020
36 37
38
39 40