IWM

IHT Wealth Management Portfolio holdings

AUM $3.64B
1-Year Est. Return 15.77%
This Quarter Est. Return
1 Year Est. Return
+15.77%
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
SPDR Portfolio Corporate Bond ETF
SPBO
+$3.19M
5
XLU icon
Utilities Select Sector SPDR Fund
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
26
$11.9M 0.62%
398,878
+376,674
27
$11.8M 0.61%
120,328
+7,671
28
$11.6M 0.6%
622,099
+596,874
29
$11.2M 0.58%
32,831
+470
30
$11.1M 0.58%
460,455
+70,719
31
$10.8M 0.56%
100,111
+4,459
32
$10.6M 0.55%
225,226
-602
33
$10.1M 0.53%
253,042
-15,663
34
$10M 0.52%
83,557
-2,147
35
$9.85M 0.51%
81,398
-1,238
36
$9.49M 0.49%
36,243
+2,749
37
$9.03M 0.47%
+171,018
38
$9M 0.47%
31,358
-36
39
$8.82M 0.46%
58,094
+3,984
40
$8.71M 0.45%
21,382
-1,796
41
$8.7M 0.45%
48,815
+12,190
42
$8.17M 0.43%
100,713
-13,841
43
$8.14M 0.42%
55,973
+3,632
44
$8.04M 0.42%
108,204
-7,581
45
$7.48M 0.39%
142,683
+13,542
46
$7.41M 0.39%
49,515
-3,738
47
$7.37M 0.38%
99,361
-17,287
48
$7.37M 0.38%
44,507
-1,079
49
$7.28M 0.38%
25,739
+140
50
$7.28M 0.38%
215,901
-13,031
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