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
151
$4.71M 0.13%
101,250
+11,629
152
$4.69M 0.13%
89,589
+4,993
153
$4.67M 0.13%
17,727
+4,531
154
$4.67M 0.13%
35,542
+139
155
$4.67M 0.13%
41,099
+4,966
156
$4.66M 0.13%
58,708
-22,305
157
$4.66M 0.13%
27,723
+16,313
158
$4.65M 0.13%
80,826
+17,425
159
$4.6M 0.13%
208,803
+80,805
160
$4.54M 0.13%
310,286
+76,605
161
$4.47M 0.13%
166,980
+73,698
162
$4.46M 0.13%
103,128
+48,820
163
$4.41M 0.13%
119,257
+57,846
164
$4.41M 0.13%
52,167
+10,626
165
$4.41M 0.13%
7,514
+643
166
$4.4M 0.12%
189,839
+20,453
167
$4.38M 0.12%
19,829
+4,332
168
$4.36M 0.12%
151,963
+8,593
169
$4.33M 0.12%
93,419
+35,650
170
$4.33M 0.12%
52,088
+24,045
171
$4.32M 0.12%
+114,895
172
$4.31M 0.12%
35,025
+17,432
173
$4.29M 0.12%
86,131
+35,113
174
$4.28M 0.12%
54,029
-843
175
$4.27M 0.12%
425,789
+306,712
5 6
7
8 9