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
201
$3.63M 0.1%
32,055
+4,854
202
$3.63M 0.1%
17,582
+5,187
203
$3.62M 0.1%
196,782
+98,643
204
$3.62M 0.1%
17,619
+3,963
205
$3.62M 0.1%
119,422
-4,026
206
$3.6M 0.1%
8,630
+1,925
207
$3.57M 0.1%
13,669
+5,487
208
$3.57M 0.1%
50,463
+26,104
209
$3.57M 0.1%
61,761
+20,281
210
$3.57M 0.1%
132,962
+61,492
211
$3.52M 0.1%
57,639
+10,141
212
$3.5M 0.1%
29,239
+26,189
213
$3.47M 0.1%
68,326
+2,825
214
$3.46M 0.1%
36,136
-4,869
215
$3.44M 0.1%
135,607
-59,067
216
$3.43M 0.1%
28,160
+6,090
217
$3.37M 0.1%
24,611
+11,077
218
$3.36M 0.1%
31,494
+15,528
219
$3.32M 0.09%
12,233
+1,652
220
$3.32M 0.09%
13,322
+194
221
$3.3M 0.09%
11,806
+8,372
222
$3.27M 0.09%
11,676
-706
223
$3.26M 0.09%
33,254
+14,100
224
$3.2M 0.09%
49,452
+680
225
$3.19M 0.09%
66,065
+9,230
7 8
9
10 11