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
401
$781K 0.04%
42,429
+1,495
402
$778K 0.04%
+57,171
403
$768K 0.04%
1,633
+461
404
$767K 0.04%
2,852
-283
405
$766K 0.04%
12,413
+938
406
$765K 0.04%
27,381
-6,496
407
$764K 0.04%
10,183
+6,294
408
$764K 0.04%
5,429
+2,322
409
$764K 0.04%
17,671
+190
410
$763K 0.04%
1,053
-63
411
$762K 0.04%
12,746
+1,124
412
$759K 0.04%
19,679
+3,376
413
$754K 0.04%
5,807
+2,817
414
$754K 0.04%
8,341
+55
415
$749K 0.04%
13,839
+1,625
416
$746K 0.04%
6,791
+1,900
417
$738K 0.04%
15,681
+140
418
$737K 0.04%
281,442
419
$733K 0.04%
4,785
-6
420
$730K 0.04%
4,013
+366
421
$728K 0.04%
1,597
+173
422
$728K 0.04%
8,695
-1,586
423
$727K 0.04%
6,501
+2,583
424
$727K 0.04%
27,954
-3,545
425
$725K 0.04%
12,792
+4,758
15 16
17
18 19