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
State Street Communication Services Select Sector SPDR ETF
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
1051
$221K 0.01%
+1,618
1052
$220K 0.01%
33,748
1053
$219K 0.01%
12,640
+13
1054
$219K 0.01%
2,830
1055
$218K 0.01%
+4,000
1056
$218K 0.01%
+432
1057
$217K 0.01%
+2,748
1058
$216K 0.01%
5,509
-547
1059
$215K 0.01%
+1,251
1060
$215K 0.01%
10,316
1061
$215K 0.01%
+5,600
1062
$215K 0.01%
+233
1063
$213K 0.01%
+422
1064
$213K 0.01%
4,778
1065
$212K 0.01%
7,578
-1,132
1066
$212K 0.01%
12,061
+8
1067
$212K 0.01%
2,391
-1,127
1068
$211K 0.01%
+2,116
1069
$210K 0.01%
4,308
-4,954
1070
$210K 0.01%
+4,114
1071
$210K 0.01%
+4,321
1072
$208K 0.01%
+5,061
1073
$207K 0.01%
1,373
-669
1074
$207K 0.01%
+509
1075
$206K 0.01%
+1,662
41 42
43
44 45