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
476
$618K 0.03%
9,877
+292
477
$615K 0.03%
65,790
+5,802
478
$613K 0.03%
6,483
-284
479
$612K 0.03%
23,758
+98
480
$612K 0.03%
+6,150
481
$611K 0.03%
14,938
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482
$610K 0.03%
23,146
+92
483
$606K 0.03%
13,351
-881
484
$601K 0.03%
2,407
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485
$598K 0.03%
5,776
-2,247
486
$597K 0.03%
13,505
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487
$596K 0.03%
8,549
488
$595K 0.03%
16,017
-1,235
489
$594K 0.03%
3,084
+1,904
490
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8,335
-3,737
491
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20,498
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14,826
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493
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19,330
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494
$584K 0.03%
42,910
-5,850
495
$583K 0.03%
10,554
-1,111
496
$579K 0.03%
8,282
+250
497
$579K 0.03%
3,103
-696
498
$575K 0.03%
6,420
+1,039
499
$575K 0.03%
7,458
+1,293
500
$573K 0.03%
12,861
+3,750
18 19
20
21 22