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
1126
$47.6K ﹤0.01%
1,359
+71
1127
$43.1K ﹤0.01%
52,080
1128
$35.7K ﹤0.01%
2,644
1129
$28.5K ﹤0.01%
12,641
+2,044
1130
$27K ﹤0.01%
1,457
+134
1131
$20.4K ﹤0.01%
+10,000
1132
$11.1K ﹤0.01%
343
+57
1133
$6.36K ﹤0.01%
+150
1134
$5.86K ﹤0.01%
+123
1135
$4.66K ﹤0.01%
+11,000
1136
$3.9K ﹤0.01%
560
1137
$1.59K ﹤0.01%
11,613
1138
$528 ﹤0.01%
+13,196
1139
$120 ﹤0.01%
+624,137
1140
– –
-1,813
1141
– –
-8,468
1142
– –
-3,838
1143
– –
-14,000
1144
– –
-6,484
1145
– –
-1,667
1146
– –
-8,500
1147
– –
-19,436
1148
– –
-6,300
1149
– –
-29,108
1150
– –
-117,980
44 45
46
47 48