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
176
$3.05M 0.11%
70,114
-7,616
177
$3.04M 0.11%
64,026
-1,795
178
$3.03M 0.11%
25,582
+1,421
179
$3.01M 0.11%
127,052
+2,624
180
$3.01M 0.11%
32,770
+5,908
181
$3M 0.11%
50,777
+12,789
182
$2.98M 0.11%
48,772
+13,293
183
$2.97M 0.11%
31,521
-1,043
184
$2.95M 0.11%
41,541
-3,327
185
$2.94M 0.11%
69,693
+1,157
186
$2.93M 0.11%
27,454
+6,063
187
$2.9M 0.11%
150,834
+35,876
188
$2.87M 0.11%
137,882
-8,981
189
$2.85M 0.11%
23,017
+438
190
$2.83M 0.11%
9,315
+1,104
191
$2.81M 0.1%
47,498
+4,875
192
$2.8M 0.1%
27,201
+20,342
193
$2.8M 0.1%
172,504
-1,387
194
$2.75M 0.1%
158,430
-915
195
$2.75M 0.1%
25,820
+380
196
$2.74M 0.1%
54,825
+24,976
197
$2.73M 0.1%
71,300
-2,370
198
$2.72M 0.1%
122,303
-24,001
199
$2.72M 0.1%
10,572
+1,316
200
$2.7M 0.1%
71,195
+11,401
6 7
8
9 10