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
$2.68B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,091
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$17.1M
3
+$12.5M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$11.8M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$11.3M

Top Sells

1
+$116M
2
+$20.7M
3
+$12.4M
4
LLY icon
Eli Lilly
LLY
+$10.7M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$4.98M

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
101
$5.46M 0.2%
31,192
+60
102
$5.27M 0.2%
67,304
+6,792
103
$5.24M 0.2%
169,386
+16,329
104
$5.2M 0.19%
61,839
-318
105
$5.14M 0.19%
80,831
+24,569
106
$5.12M 0.19%
150,999
-99,858
107
$5.09M 0.19%
127,909
+11,043
108
$4.93M 0.18%
114,462
-7,438
109
$4.9M 0.18%
56,561
+606
110
$4.87M 0.18%
27,894
-2,407
111
$4.86M 0.18%
50,508
-111
112
$4.85M 0.18%
59,587
-972
113
$4.85M 0.18%
116,960
+95,628
114
$4.8M 0.18%
243,528
+1,075
115
$4.7M 0.18%
80,244
+9,379
116
$4.63M 0.17%
23,468
+1,958
117
$4.61M 0.17%
52,337
-1,010
118
$4.58M 0.17%
34,389
-159
119
$4.51M 0.17%
155,744
+9,655
120
$4.5M 0.17%
8,813
+205
121
$4.47M 0.17%
168,246
-22,583
122
$4.47M 0.17%
36,133
+2,993
123
$4.46M 0.17%
27,047
-349
124
$4.41M 0.16%
69,235
+1,887
125
$4.37M 0.16%
194,674
-7,882
3 4
5
6 7