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
976
$255K 0.01%
21,270
+2,360
977
$254K 0.01%
6,875
-1,500
978
$253K 0.01%
+5,338
979
$253K 0.01%
7,252
+4
980
$252K 0.01%
+2,436
981
$252K 0.01%
468
+57
982
$251K 0.01%
10,762
-2,285
983
$250K 0.01%
5,567
-637
984
$250K 0.01%
17,916
+7,240
985
$250K 0.01%
10,194
986
$249K 0.01%
11,384
-110
987
$249K 0.01%
6,452
+52
988
$248K 0.01%
+937
989
$247K 0.01%
6,906
+185
990
$247K 0.01%
3,566
+47
991
$247K 0.01%
+1,717
992
$247K 0.01%
3,634
+264
993
$246K 0.01%
+4,776
994
$245K 0.01%
+2,817
995
$245K 0.01%
5,913
-247
996
$244K 0.01%
+3,748
997
$244K 0.01%
3,895
998
$244K 0.01%
+853
999
$244K 0.01%
6,899
1000
$244K 0.01%
9,950
+824
38 39
40
41 42