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
76
$9.02M 0.26%
76,672
+12,368
77
$8.98M 0.25%
216,574
-6,727
78
$8.93M 0.25%
51,190
+15,882
79
$8.83M 0.25%
489,818
-35,696
80
$8.83M 0.25%
43,920
+1,681
81
$8.63M 0.24%
237,373
+43,168
82
$8.37M 0.24%
161,895
-53,419
83
$8.36M 0.24%
107,396
+31,291
84
$8.2M 0.23%
69,562
+8,446
85
$8.19M 0.23%
98,481
+1,679
86
$8.17M 0.23%
197,456
+50,676
87
$8.15M 0.23%
280,424
+36,892
88
$7.95M 0.23%
310,252
+292,940
89
$7.94M 0.23%
77,462
+3,470
90
$7.93M 0.23%
72,759
+33,727
91
$7.87M 0.22%
172,996
-47,685
92
$7.72M 0.22%
85,444
-49,694
93
$7.61M 0.22%
108,662
+4,282
94
$7.51M 0.21%
324,903
+145,398
95
$7.49M 0.21%
319,131
+142,847
96
$7.34M 0.21%
49,663
+10,820
97
$7.29M 0.21%
117,178
+36,934
98
$6.97M 0.2%
+84,580
99
$6.92M 0.2%
71,522
+14,961
100
$6.82M 0.19%
75,144
+13,305
2 3
4
5 6