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
351
$960K 0.05%
21,457
+753
352
$959K 0.05%
50,624
-52,611
353
$956K 0.05%
50,268
-51,703
354
$953K 0.05%
8,851
-175
355
$951K 0.05%
4,904
+1,157
356
$938K 0.05%
14,863
-888
357
$934K 0.05%
13,048
-325
358
$927K 0.05%
8,554
+27
359
$923K 0.05%
3,258
+252
360
$920K 0.05%
2,774
+693
361
$917K 0.05%
7,813
-275
362
$916K 0.05%
5,260
-915
363
$914K 0.05%
12,100
-625
364
$902K 0.05%
20,425
-379
365
$898K 0.05%
+10,291
366
$894K 0.05%
20,948
+1,680
367
$893K 0.05%
34,912
+9,614
368
$892K 0.05%
4,145
+2,094
369
$887K 0.05%
29,629
+1,674
370
$882K 0.05%
19,398
+1,050
371
$881K 0.05%
15,381
+4,731
372
$875K 0.05%
18,169
+47
373
$871K 0.05%
4,473
+2,423
374
$867K 0.05%
9,662
+5,430
375
$861K 0.04%
15,482
+652
13 14
15
16 17