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
1076
$205K 0.01%
94,605
+24,605
1077
$205K 0.01%
16,609
-119,996
1078
$205K 0.01%
8,901
+520
1079
$205K 0.01%
+4,349
1080
$204K 0.01%
+7,811
1081
$203K 0.01%
+7,944
1082
$202K 0.01%
+3,220
1083
$201K 0.01%
+5,976
1084
$201K 0.01%
+3,027
1085
$201K 0.01%
+3,424
1086
$201K 0.01%
+2,806
1087
$200K 0.01%
+2,973
1088
$197K 0.01%
21,008
+8
1089
$191K 0.01%
225,616
-9,100
1090
$191K 0.01%
+10,066
1091
$186K 0.01%
13,109
-832
1092
$184K 0.01%
11,900
-4,050
1093
$182K 0.01%
39,023
+15,738
1094
$180K 0.01%
+11,538
1095
$177K 0.01%
+13,051
1096
$173K ﹤0.01%
12,878
-936
1097
$171K ﹤0.01%
10,873
+872
1098
$166K ﹤0.01%
11,426
+345
1099
$149K ﹤0.01%
13,105
1100
$145K ﹤0.01%
+10,311
42 43
44
45 46