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
176
$4.25M 0.12%
65,856
+23,699
177
$4.21M 0.12%
79,311
+15,285
178
$4.15M 0.12%
9,811
+3,213
179
$4.13M 0.12%
69,563
+27,933
180
$4.12M 0.12%
17,372
+7,887
181
$4.11M 0.12%
12,765
+1,210
182
$4.11M 0.12%
34,948
-248
183
$4.11M 0.12%
57,830
+4,700
184
$4.1M 0.12%
97,822
-49,586
185
$4.1M 0.12%
16,638
+5,617
186
$4.08M 0.12%
8,260
+1,506
187
$4.06M 0.12%
101,844
-49,155
188
$4.02M 0.11%
53,532
+29,669
189
$3.98M 0.11%
14,539
+3,967
190
$3.94M 0.11%
76,641
-156
191
$3.94M 0.11%
82,185
+12,071
192
$3.86M 0.11%
11,666
+1,822
193
$3.85M 0.11%
43,275
-3,997
194
$3.84M 0.11%
29,959
+4,377
195
$3.8M 0.11%
10,757
+1,442
196
$3.77M 0.11%
39,339
+1,869
197
$3.76M 0.11%
+139,512
198
$3.74M 0.11%
34,231
+19,996
199
$3.69M 0.1%
34,002
+6,548
200
$3.67M 0.1%
21,610
+5,663
6 7
8
9 10