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
The Communication Services Select Sector SPDR Fund
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
951
$268K 0.01%
+1,688
952
$268K 0.01%
+1,244
953
$267K 0.01%
12,949
-115
954
$267K 0.01%
1,315
+7
955
$266K 0.01%
32,331
+4,226
956
$266K 0.01%
+3,873
957
$266K 0.01%
6,344
-1,958
958
$266K 0.01%
2,301
+7
959
$265K 0.01%
+754
960
$264K 0.01%
+7,037
961
$264K 0.01%
3,047
+885
962
$264K 0.01%
5,459
+9
963
$263K 0.01%
+7,070
964
$263K 0.01%
3,959
-1,860
965
$262K 0.01%
+13,223
966
$261K 0.01%
6,633
+2
967
$260K 0.01%
4,984
-600
968
$259K 0.01%
6,698
+33
969
$259K 0.01%
4,660
+16
970
$259K 0.01%
2,034
-1,412
971
$259K 0.01%
19,352
+8,752
972
$258K 0.01%
6,254
+22
973
$257K 0.01%
+2,338
974
$256K 0.01%
+1,524
975
$256K 0.01%
+5,355
37 38
39
40 41