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
1001
$61.4K ﹤0.01%
11,745
1002
$59.1K ﹤0.01%
2,644
+633
1003
$58K ﹤0.01%
44,597
-1,250
1004
$56.6K ﹤0.01%
14,965
-133
1005
$48.3K ﹤0.01%
52,080
1006
$46K ﹤0.01%
549
-19
1007
$45.5K ﹤0.01%
10,947
-710
1008
$45.5K ﹤0.01%
4,706
+239
1009
$44.4K ﹤0.01%
13,200
1010
$43.3K ﹤0.01%
+12,846
1011
$41K ﹤0.01%
45,500
1012
$37.2K ﹤0.01%
+10,383
1013
$33.6K ﹤0.01%
1,288
-211
1014
$29.2K ﹤0.01%
1,813
1015
$24.7K ﹤0.01%
+10,597
1016
$22.2K ﹤0.01%
1,323
1017
$21.7K ﹤0.01%
13,051
-470
1018
$19.3K ﹤0.01%
+286
1019
$17.9K ﹤0.01%
+14,000
1020
$17.5K ﹤0.01%
15,916
-15,400
1021
$12.4K ﹤0.01%
560
-22
1022
$4.95K ﹤0.01%
371
-1,528
1023
$1.7K ﹤0.01%
11,613
1024
– –
-15,381
1025
– –
-6,720
39 40
41
42 43