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
976
$157K 0.01%
234,716
-1,907
977
$154K 0.01%
10,525
-321
978
$149K 0.01%
+10,001
979
$144K 0.01%
+12,694
980
$138K 0.01%
10,676
981
$137K 0.01%
10,490
982
$136K 0.01%
10,600
983
$130K ﹤0.01%
13,105
984
$129K ﹤0.01%
16,117
-4,454
985
$124K ﹤0.01%
29,350
986
$119K ﹤0.01%
2,981
+1,269
987
$114K ﹤0.01%
11,997
+10
988
$110K ﹤0.01%
33,441
989
$102K ﹤0.01%
10,621
+479
990
$98.9K ﹤0.01%
32,121
991
$97.7K ﹤0.01%
17,960
+2,170
992
$96.7K ﹤0.01%
16,341
+445
993
$92K ﹤0.01%
+23,285
994
$82.2K ﹤0.01%
53,035
-600
995
$81.2K ﹤0.01%
16,475
-8,374
996
$79.6K ﹤0.01%
14,522
997
$76.8K ﹤0.01%
22,962
998
$73.5K ﹤0.01%
10,000
999
$69.7K ﹤0.01%
12,229
+111
1000
$67.5K ﹤0.01%
+25,134
38 39
40
41 42