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
426
$724K 0.04%
5,095
-1,287
427
$719K 0.04%
8,419
+69
428
$715K 0.04%
14,307
+178
429
$711K 0.04%
15,001
+2,864
430
$711K 0.04%
7,536
-995
431
$708K 0.04%
28,504
+1,045
432
$708K 0.04%
20,509
+88
433
$707K 0.04%
6,667
-4,654
434
$706K 0.04%
50,939
-2,476
435
$703K 0.04%
37,199
+3,807
436
$700K 0.04%
6,936
-528
437
$696K 0.04%
+2,168
438
$695K 0.04%
7,883
+128
439
$689K 0.04%
38,071
+3,780
440
$689K 0.04%
15,678
+4,727
441
$688K 0.04%
2,386
+786
442
$683K 0.04%
+19,336
443
$682K 0.04%
3,058
-365
444
$680K 0.04%
+33,061
445
$676K 0.04%
86,742
+3,133
446
$667K 0.03%
18,914
+6,111
447
$667K 0.03%
42,995
-732
448
$667K 0.03%
38,722
-2,486
449
$662K 0.03%
7,224
450
$662K 0.03%
5,991
+3,628
16 17
18
19 20