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
201
$2.68M 0.1%
15,497
+34
202
$2.68M 0.1%
127,998
-15,327
203
$2.67M 0.1%
26,515
-145
204
$2.66M 0.1%
13,656
-687
205
$2.65M 0.1%
45,961
+1,029
206
$2.64M 0.1%
12,395
-97
207
$2.63M 0.1%
56,835
+12,875
208
$2.63M 0.1%
30,555
-283
209
$2.62M 0.1%
25,529
-1,160
210
$2.58M 0.1%
6,598
-1,933
211
$2.57M 0.1%
29,111
-4,348
212
$2.57M 0.1%
54,470
+2,321
213
$2.54M 0.09%
51,018
+6,524
214
$2.53M 0.09%
42,157
+365
215
$2.5M 0.09%
6,705
-1,370
216
$2.5M 0.09%
4,501
+65
217
$2.5M 0.09%
63,899
+5,007
218
$2.49M 0.09%
11,021
-632
219
$2.49M 0.09%
74,370
-50,690
220
$2.48M 0.09%
57,769
+15,973
221
$2.47M 0.09%
212,652
+28,085
222
$2.44M 0.09%
17,449
+1,139
223
$2.42M 0.09%
27,632
+3,696
224
$2.41M 0.09%
16,276
+1,252
225
$2.41M 0.09%
8,293
+8
7 8
9
10 11