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
$1.92B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,044
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$11.3M
3
+$11.1M
4
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$9.03M
5
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$6.59M

Top Sells

1
+$19.1M
2
+$15.6M
3
+$3.5M
4
SPBO icon
State Street SPDR Portfolio Corporate Bond ETF
SPBO
+$3.19M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$3.11M

Sector Composition

1 Technology 10.28%
2 Healthcare 4.42%
3 Consumer Discretionary 4.01%
4 Financials 3.86%
5 Industrials 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.64M 0.09%
23,738
+18,658
227
$1.62M 0.08%
21,224
-1,021
228
$1.61M 0.08%
32,745
+2,292
229
$1.59M 0.08%
12,470
-166
230
$1.58M 0.08%
4,607
-3,111
231
$1.58M 0.08%
66,939
-2,376
232
$1.57M 0.08%
46,120
+17,694
233
$1.56M 0.08%
24,290
+320
234
$1.55M 0.08%
57,117
-4,962
235
$1.55M 0.08%
24,178
-3,083
236
$1.53M 0.08%
42,156
-3,648
237
$1.53M 0.08%
21,325
+82
238
$1.53M 0.08%
6,100
+2,817
239
$1.52M 0.08%
16,900
+641
240
$1.51M 0.08%
52,497
-8,749
241
$1.51M 0.08%
27,552
+20,642
242
$1.51M 0.08%
26,177
+513
243
$1.51M 0.08%
18,526
-8,117
244
$1.5M 0.08%
+68,598
245
$1.5M 0.08%
23,235
+5,204
246
$1.5M 0.08%
36,620
+17,261
247
$1.49M 0.08%
26,757
-2,436
248
$1.48M 0.08%
43,307
+1,435
249
$1.47M 0.08%
6,659
-37
250
$1.47M 0.08%
10,635
+3
8 9
10
11 12