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
251
$1.47M 0.08%
9,001
-19
252
$1.46M 0.08%
12,045
+499
253
$1.44M 0.07%
6,262
-7,371
254
$1.44M 0.07%
6,543
+3,060
255
$1.43M 0.07%
+39,969
256
$1.42M 0.07%
14,981
+5
257
$1.42M 0.07%
33,693
-435
258
$1.42M 0.07%
75,871
+2,038
259
$1.42M 0.07%
17,703
-475
260
$1.41M 0.07%
58,070
-22,676
261
$1.4M 0.07%
45,668
+37,200
262
$1.4M 0.07%
17,294
+122
263
$1.39M 0.07%
43,892
+1,639
264
$1.39M 0.07%
12,606
+1,802
265
$1.39M 0.07%
169,203
+8,066
266
$1.35M 0.07%
14,115
+6,115
267
$1.34M 0.07%
14,796
+5,173
268
$1.33M 0.07%
22,320
+497
269
$1.33M 0.07%
6,558
+558
270
$1.33M 0.07%
13,601
-831
271
$1.33M 0.07%
22,494
-15,523
272
$1.32M 0.07%
5,416
+76
273
$1.32M 0.07%
25,418
-1,949
274
$1.3M 0.07%
9,233
-6,605
275
$1.3M 0.07%
27,962
+22,794
9 10
11
12 13