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
126
$5.45M 0.15%
120,416
+5,954
127
$5.41M 0.15%
50,716
+208
128
$5.41M 0.15%
175,351
-4,049
129
$5.37M 0.15%
209,682
+82,630
130
$5.35M 0.15%
134,848
+6,939
131
$5.32M 0.15%
43,892
+4,852
132
$5.3M 0.15%
13,532
+2,626
133
$5.28M 0.15%
46,352
+8,117
134
$5.25M 0.15%
102,766
+26,225
135
$5.2M 0.15%
179,739
+41,302
136
$5.19M 0.15%
115,401
+29,663
137
$5.18M 0.15%
30,647
+10,909
138
$5.13M 0.15%
53,596
+25,964
139
$4.97M 0.14%
59,144
-443
140
$4.91M 0.14%
55,735
-10,479
141
$4.9M 0.14%
51,344
-993
142
$4.9M 0.14%
24,421
+953
143
$4.89M 0.14%
78,016
+32,055
144
$4.86M 0.14%
115,754
-1,206
145
$4.84M 0.14%
28,572
+4,744
146
$4.77M 0.14%
23,753
-196
147
$4.75M 0.13%
56,718
+40,291
148
$4.74M 0.13%
5,328
+1,211
149
$4.72M 0.13%
32,854
-1,535
150
$4.71M 0.13%
229,832
+78,998
4 5
6
7 8