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
276
$1.3M 0.07%
45,000
+5,294
277
$1.29M 0.07%
7,444
+1,672
278
$1.28M 0.07%
38,390
+2,093
279
$1.27M 0.07%
16,998
+3,802
280
$1.27M 0.07%
26,298
+10,767
281
$1.27M 0.07%
16,116
-1,502
282
$1.27M 0.07%
2,768
+1,633
283
$1.26M 0.07%
12,032
+296
284
$1.25M 0.06%
5,080
+462
285
$1.23M 0.06%
7,015
+2,927
286
$1.23M 0.06%
23,316
-786
287
$1.23M 0.06%
19,696
-321
288
$1.22M 0.06%
15,915
+497
289
$1.22M 0.06%
4,613
+1,620
290
$1.22M 0.06%
13,888
+27
291
$1.22M 0.06%
10,208
-2,904
292
$1.21M 0.06%
17,747
+7,019
293
$1.21M 0.06%
18,173
-163
294
$1.21M 0.06%
5,686
+151
295
$1.21M 0.06%
14,534
296
$1.2M 0.06%
5,105
+1,755
297
$1.2M 0.06%
23,429
+292
298
$1.19M 0.06%
25,052
+2,373
299
$1.19M 0.06%
10,511
+545
300
$1.19M 0.06%
249,969
+166,038
10 11
12
13 14