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
1151
– –
-1,152
1152
– –
-49,306
1153
– –
-1,305
1154
– –
-16,117
1155
– –
-4,190
1156
– –
-37,315
1157
– –
-8,294
1158
– –
-6,932
1159
– –
-6,973
1160
– –
-12,259
1161
– –
-1,021
1162
– –
-6,162
1163
– –
-4,986
1164
– –
-19,231
1165
– –
-7,080
1166
– –
-5,464
1167
– –
-8,421
1168
– –
-371
1169
– –
-13,500
1170
– –
-2,327
1171
– –
-7,264
1172
– –
-6,427
1173
– –
-16,982
1174
– –
-6,456
1175
– –
-424
44 45 46
47
48