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
1026
$232K 0.01%
+5,304
1027
$230K 0.01%
+1,918
1028
$229K 0.01%
3,760
+123
1029
$229K 0.01%
+697
1030
$229K 0.01%
+1,096
1031
$228K 0.01%
+878
1032
$228K 0.01%
+2,252
1033
$227K 0.01%
+3,945
1034
$227K 0.01%
+1,710
1035
$226K 0.01%
31,860
+807
1036
$226K 0.01%
+458
1037
$226K 0.01%
+3,422
1038
$226K 0.01%
5,078
+25
1039
$225K 0.01%
+2,747
1040
$225K 0.01%
+872
1041
$224K 0.01%
+2,097
1042
$224K 0.01%
5,651
+2,670
1043
$224K 0.01%
+5,171
1044
$223K 0.01%
+2,552
1045
$223K 0.01%
10,550
-1,358
1046
$223K 0.01%
+6,729
1047
$222K 0.01%
+12,000
1048
$222K 0.01%
+8,300
1049
$222K 0.01%
+1,647
1050
$222K 0.01%
3,779
-84
40 41
42
43 44