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
101
$6.8M 0.19%
101,270
+20,439
102
$6.78M 0.19%
11,601
+1,162
103
$6.76M 0.19%
11,569
+2,756
104
$6.73M 0.19%
257,514
+44,862
105
$6.54M 0.19%
144,992
-10,613
106
$6.53M 0.19%
31,743
+551
107
$6.53M 0.19%
130,601
+75,776
108
$6.53M 0.19%
119,459
-135,512
109
$6.52M 0.19%
66,486
+49,846
110
$6.45M 0.18%
267,094
+5,104
111
$6.41M 0.18%
290,966
+79,845
112
$6.39M 0.18%
41,908
+10,087
113
$6.37M 0.18%
88,754
+19,519
114
$6.33M 0.18%
66,116
+33,346
115
$6.28M 0.18%
227,400
+89,526
116
$6.08M 0.17%
75,453
-22,235
117
$6.03M 0.17%
120,182
+113,130
118
$6M 0.17%
31,603
+3,709
119
$5.91M 0.17%
11,951
+2,097
120
$5.7M 0.16%
225,298
+64,610
121
$5.66M 0.16%
286,927
+43,399
122
$5.57M 0.16%
34,178
+8,746
123
$5.55M 0.16%
124,254
+13,361
124
$5.52M 0.16%
194,286
+26,040
125
$5.49M 0.16%
32,267
+5,220
3 4
5
6 7