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
451
$662K 0.03%
10,403
+43
452
$660K 0.03%
3,672
+50
453
$659K 0.03%
26,180
+10,598
454
$659K 0.03%
12,004
+4,564
455
$658K 0.03%
7,813
+2,855
456
$657K 0.03%
2,669
+263
457
$656K 0.03%
7,028
+2,567
458
$656K 0.03%
7,435
-249
459
$654K 0.03%
17,521
-12
460
$652K 0.03%
14,514
-49
461
$649K 0.03%
27,900
+8,588
462
$648K 0.03%
12,788
-1,201
463
$647K 0.03%
35,920
464
$647K 0.03%
6,886
-21
465
$646K 0.03%
12,893
-381,507
466
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2,965
+237
467
$641K 0.03%
22,490
+3,791
468
$641K 0.03%
12,370
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469
$634K 0.03%
1,802
-141
470
$633K 0.03%
12,452
+4,731
471
$630K 0.03%
8,377
+308
472
$629K 0.03%
3,755
+219
473
$625K 0.03%
7,088
+1,883
474
$625K 0.03%
5,446
-170
475
$625K 0.03%
7,367
-851
17 18
19
20 21