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
501
$572K 0.03%
+2,914
502
$565K 0.03%
34,064
-1,399
503
$565K 0.03%
1,886
+1,141
504
$564K 0.03%
15,015
-566
505
$559K 0.03%
4,194
+252
506
$558K 0.03%
+6,067
507
$558K 0.03%
13,841
-769
508
$554K 0.03%
10,074
+217
509
$554K 0.03%
9,439
-196
510
$553K 0.03%
9,291
+309
511
$552K 0.03%
1,414
+173
512
$549K 0.03%
8,767
+1,197
513
$548K 0.03%
29,723
514
$547K 0.03%
13,986
+8,346
515
$544K 0.03%
12,199
+1,404
516
$537K 0.03%
8,639
+202
517
$534K 0.03%
23,447
-162
518
$530K 0.03%
5,653
-678
519
$528K 0.03%
7,911
-579
520
$528K 0.03%
7,241
+1,540
521
$524K 0.03%
1,227
+56
522
$523K 0.03%
12,487
-2,819
523
$520K 0.03%
4,094
-649
524
$519K 0.03%
83,231
+487
525
$519K 0.03%
3,014
-445
19 20
21
22 23