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
State Street Consumer Discretionary Select Sector SPDR ETF
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
1026
– –
-1,370
1027
– –
-24,198
1028
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-9,175
1029
– –
-8,346
1030
– –
-11,318
1031
– –
-1,482
1032
– –
-13,469
1033
– –
-3,324
1034
– –
-8,024
1035
– –
-11,612
1036
– –
-2,804
1037
– –
-21,753
1038
– –
-1,833
1039
– –
-19,700
1040
– –
-9,190
1041
– –
-1,713
1042
– –
-113,420
1043
– –
-5,500
1044
– –
-4,503
1045
– –
-1,421
1046
– –
-615
1047
– –
-9,355
1048
– –
-3,473
1049
– –
-3,568
1050
– –
-6,193
40 41
42
43 44