IWM

IHT Wealth Management Portfolio holdings

AUM $3.64B
1-Year Est. Return 15.77%
This Quarter Est. Return
1 Year Est. Return
+15.77%
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
1
$89.9M 3.35%
187,536
+8,408
2
$84.5M 3.15%
1,680,067
+224,627
3
$82.5M 3.08%
391,374
+2,469
4
$67.4M 2.52%
546,003
+12,033
5
$52M 1.94%
813,211
-13,521
6
$48.2M 1.8%
107,862
-942
7
$44.9M 1.68%
82,564
+948
8
$42M 1.57%
46,432
-11,843
9
$40.1M 1.5%
822,330
-13,666
10
$38.9M 1.45%
201,565
+5,397
11
$38.6M 1.44%
1,333,130
+100,305
12
$38.1M 1.42%
414,770
+128,121
13
$37.1M 1.38%
463,359
+1,483
14
$32.3M 1.2%
920,170
-29,848
15
$31.8M 1.19%
58,083
+2,856
16
$27.8M 1.04%
162,868
+73,188
17
$27.3M 1.02%
120,727
-2,964
18
$24.2M 0.9%
119,320
+12,768
19
$21.8M 0.81%
552,732
-9,967
20
$20.3M 0.76%
808,387
+39,775
21
$19.6M 0.73%
541,035
+470,089
22
$18.9M 0.7%
209,469
+18,304
23
$17.9M 0.67%
+404,050
24
$17.6M 0.66%
336,072
+35,726
25
$17.6M 0.66%
34,832
+4,009
1
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