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
1101
$141K ﹤0.01%
+10,352
1102
$134K ﹤0.01%
10,490
1103
$133K ﹤0.01%
29,350
1104
$117K ﹤0.01%
15,905
-570
1105
$115K ﹤0.01%
10,621
1106
$113K ﹤0.01%
10,081
-5,226
1107
$107K ﹤0.01%
10,277
-1,720
1108
$105K ﹤0.01%
+20,000
1109
$101K ﹤0.01%
32,121
1110
$97.4K ﹤0.01%
33,700
+10,738
1111
$94.1K ﹤0.01%
+10,826
1112
$88.8K ﹤0.01%
36,693
+11,559
1113
$82.6K ﹤0.01%
13,761
-2,580
1114
$81.2K ﹤0.01%
13,535
-4,425
1115
$73K ﹤0.01%
19,566
+9,183
1116
$71.5K ﹤0.01%
11,745
1117
$71.4K ﹤0.01%
+13,350
1118
$70.7K ﹤0.01%
10,375
+375
1119
$69.8K ﹤0.01%
44,597
1120
$67.1K ﹤0.01%
11,981
-248
1121
$61.7K ﹤0.01%
+19,973
1122
$61.4K ﹤0.01%
52,035
-1,000
1123
$57.9K ﹤0.01%
13,250
+50
1124
$50.9K ﹤0.01%
29,500
-16,000
1125
$50.8K ﹤0.01%
838
+289
43 44
45
46 47