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
326
$1.06M 0.06%
15,410
+350
327
$1.06M 0.06%
15,183
+4,443
328
$1.06M 0.06%
2,773
+1,041
329
$1.05M 0.05%
32,561
+2,187
330
$1.05M 0.05%
12,508
-1,638
331
$1.04M 0.05%
3,383
+695
332
$1.04M 0.05%
15,727
-762
333
$1.04M 0.05%
12,011
+6,300
334
$1.03M 0.05%
+20,733
335
$1.03M 0.05%
5,557
+350
336
$1.03M 0.05%
13,289
+946
337
$1.02M 0.05%
8,329
+250
338
$1.02M 0.05%
10,557
+319
339
$1.01M 0.05%
4,093
+495
340
$1.01M 0.05%
14,357
-1,676
341
$1.01M 0.05%
35,613
-2,643
342
$1.01M 0.05%
40,632
+432
343
$1M 0.05%
26,525
+804
344
$998K 0.05%
6,905
+595
345
$990K 0.05%
6,935
+345
346
$986K 0.05%
55,544
+9,487
347
$984K 0.05%
19,788
+7,299
348
$983K 0.05%
17,558
+953
349
$968K 0.05%
9,110
-232
350
$967K 0.05%
5,713
+1,518
12 13
14
15 16