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
76
$6.93M 0.26%
104,380
-8,361
77
$6.9M 0.26%
64,304
+1,820
78
$6.82M 0.25%
243,532
+15,423
79
$6.71M 0.25%
155,605
+11,062
80
$6.68M 0.25%
97,688
-10,405
81
$6.58M 0.25%
85,842
+539
82
$6.52M 0.24%
35,713
+6,605
83
$6.48M 0.24%
194,205
+21,812
84
$6.47M 0.24%
259,026
+6,156
85
$6.43M 0.24%
25,216
+3,113
86
$6.4M 0.24%
155,603
-19,132
87
$6.34M 0.24%
43,386
-396
88
$6.21M 0.23%
67,023
-62
89
$6.2M 0.23%
261,990
+20,917
90
$6.1M 0.23%
79,476
-5,060
91
$6.07M 0.23%
38,843
+1,052
92
$6.04M 0.23%
66,214
+9,937
93
$6.02M 0.22%
10,439
+498
94
$5.91M 0.22%
81,013
-50,467
95
$5.88M 0.22%
147,408
+4,291
96
$5.79M 0.22%
31,821
-732
97
$5.66M 0.21%
35,308
+3,403
98
$5.53M 0.21%
179,400
+95,055
99
$5.53M 0.21%
146,780
+9,360
100
$5.53M 0.21%
76,105
+3,505
2 3
4
5 6