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
301
$1.18M 0.06%
12,413
+1,487
302
$1.18M 0.06%
44,841
+5,187
303
$1.18M 0.06%
21,329
+4,855
304
$1.17M 0.06%
34,181
-182
305
$1.16M 0.06%
26,922
+3,878
306
$1.16M 0.06%
12,435
+824
307
$1.16M 0.06%
1,676
+625
308
$1.15M 0.06%
4,528
+2
309
$1.14M 0.06%
9,905
-337
310
$1.13M 0.06%
11,746
-1,718
311
$1.13M 0.06%
2,996
-22
312
$1.13M 0.06%
27,515
+6,960
313
$1.12M 0.06%
14,801
-413
314
$1.12M 0.06%
23,077
+2,685
315
$1.12M 0.06%
12,694
+2,912
316
$1.11M 0.06%
22,093
+13,150
317
$1.11M 0.06%
+20,585
318
$1.11M 0.06%
5,513
+964
319
$1.11M 0.06%
46,911
-105
320
$1.09M 0.06%
14,154
+4,732
321
$1.09M 0.06%
5,278
-136
322
$1.08M 0.06%
99,175
+340
323
$1.07M 0.06%
9,206
-54
324
$1.07M 0.06%
6,538
-293
325
$1.07M 0.06%
6,024
+161
11 12
13
14 15