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
376
$858K 0.04%
49,152
-1,677
377
$852K 0.04%
9,160
-3,908
378
$850K 0.04%
6,158
+1,221
379
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36,458
+6,712
380
$841K 0.04%
13,309
+258
381
$838K 0.04%
14,093
+1,200
382
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46,290
+2,520
383
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20,509
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384
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19,758
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385
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14,353
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386
$823K 0.04%
16,808
+1,266
387
$821K 0.04%
55,050
+3,132
388
$814K 0.04%
7,060
+4,809
389
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18,819
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390
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391
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20,281
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9,614
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16,102
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394
$798K 0.04%
12,940
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395
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5,016
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396
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23,355
+1,895
397
$790K 0.04%
27,430
-5,920
398
$788K 0.04%
3,248
+560
399
$786K 0.04%
29,588
+1,833
400
$782K 0.04%
2,789
-243
14 15
16
17 18