IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
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
+$17.8M
2
+$17.3M
3
+$12M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$11.7M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$11.3M

Top Sells

1
+$121M
2
+$20.7M
3
+$12.4M
4
LLY icon
Eli Lilly
LLY
+$9.47M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$4.86M

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
1076
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-1,886
1077
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-43,508
1078
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-6,783
1079
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-10,057
1080
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-1,666
1081
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-52,658
1082
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-4,693
1083
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-1,154
1084
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-4,000
1085
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-800
1086
– –
-31,185
1087
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-1,239
1088
– –
-3,568
1089
– –
-21,042
1090
– –
-4,964
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