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
1001
$243K 0.01%
+9,042
1002
$243K 0.01%
6,831
+783
1003
$243K 0.01%
1,952
-58
1004
$242K 0.01%
+2,375
1005
$242K 0.01%
9,776
-2,500
1006
$242K 0.01%
+9,747
1007
$241K 0.01%
+8,748
1008
$241K 0.01%
19,484
+4,942
1009
$241K 0.01%
3,800
-13,944
1010
$240K 0.01%
+2,606
1011
$240K 0.01%
+859
1012
$239K 0.01%
+3,096
1013
$239K 0.01%
+2,080
1014
$239K 0.01%
2,163
-274
1015
$239K 0.01%
+1,219
1016
$239K 0.01%
5,956
1017
$239K 0.01%
2,262
-542
1018
$238K 0.01%
+6,775
1019
$237K 0.01%
+9,721
1020
$236K 0.01%
+6,220
1021
$235K 0.01%
3,369
-3,347
1022
$235K 0.01%
1,580
-100
1023
$234K 0.01%
14,138
+311
1024
$233K 0.01%
+2,422
1025
$232K 0.01%
+3,257
39 40
41
42 43