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
951
$205K 0.01%
+2,809
952
$205K 0.01%
6,048
-672
953
$205K 0.01%
+2,297
954
$203K 0.01%
+1,141
955
$202K 0.01%
+2,162
956
$201K 0.01%
3,637
-156
957
$201K 0.01%
+6,932
958
$201K 0.01%
10,316
-1,020
959
$201K 0.01%
+1,667
960
$200K 0.01%
986
-508
961
$200K 0.01%
10,818
962
$196K 0.01%
11,462
+817
963
$194K 0.01%
13,814
-6,026
964
$193K 0.01%
70,000
+30,000
965
$189K 0.01%
12,053
-113
966
$184K 0.01%
13,941
+2,246
967
$183K 0.01%
22,214
-3,546
968
$180K 0.01%
12,688
-47
969
$179K 0.01%
+22,600
970
$176K 0.01%
+10,076
971
$175K 0.01%
21,000
+1,000
972
$171K 0.01%
15,307
+3,996
973
$171K 0.01%
14,542
974
$170K 0.01%
11,081
+177
975
$169K 0.01%
29,913
37 38
39
40 41