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
151
$3.79M 0.14%
41,005
+17,343
152
$3.78M 0.14%
+143,370
153
$3.72M 0.14%
37,470
-3,152
154
$3.67M 0.14%
123,448
+937
155
$3.63M 0.14%
10,906
+498
156
$3.61M 0.13%
11,555
+132
157
$3.58M 0.13%
53,130
+2,820
158
$3.58M 0.13%
137,874
+14,511
159
$3.54M 0.13%
85,738
+797
160
$3.46M 0.13%
62,272
+9,032
161
$3.4M 0.13%
67,815
+38,250
162
$3.39M 0.13%
63,401
+3,350
163
$3.32M 0.12%
12,382
-415
164
$3.28M 0.12%
233,681
+8,304
165
$3.26M 0.12%
+43,374
166
$3.24M 0.12%
4,117
+454
167
$3.21M 0.12%
6,871
+87
168
$3.2M 0.12%
63,410
+227
169
$3.2M 0.12%
13,196
-544
170
$3.19M 0.12%
89,585
-349
171
$3.17M 0.12%
13,128
+154
172
$3.11M 0.12%
65,501
-19
173
$3.09M 0.12%
9,844
+1,247
174
$3.06M 0.11%
6,754
-1,306
175
$3.05M 0.11%
488,393
-23,222
5 6
7
8 9