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
926
$286K 0.01%
+2,148
927
$286K 0.01%
1,914
-224
928
$285K 0.01%
+13,022
929
$285K 0.01%
+2,172
930
$284K 0.01%
+1,600
931
$284K 0.01%
5,700
-300
932
$282K 0.01%
+5,790
933
$282K 0.01%
6,207
+332
934
$282K 0.01%
+1,574
935
$282K 0.01%
3,451
+69
936
$280K 0.01%
16,700
937
$280K 0.01%
+978
938
$280K 0.01%
+13,766
939
$277K 0.01%
+2,105
940
$277K 0.01%
4,271
+411
941
$275K 0.01%
+3,180
942
$273K 0.01%
28,735
-2,000
943
$273K 0.01%
+6,925
944
$272K 0.01%
456
-202
945
$272K 0.01%
33,741
+300
946
$272K 0.01%
+964
947
$270K 0.01%
6,416
+394
948
$270K 0.01%
4,149
+205
949
$269K 0.01%
6,297
-1,750
950
$268K 0.01%
188
+20
36 37
38
39 40