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
526
$518K 0.03%
1,514
+71
527
$515K 0.03%
14,457
-82
528
$514K 0.03%
8,769
+411
529
$506K 0.03%
6,082
-383
530
$505K 0.03%
36,342
+5,350
531
$503K 0.03%
1,749
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532
$503K 0.03%
6,322
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533
$502K 0.03%
7,909
+126
534
$500K 0.03%
12,279
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535
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6,511
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536
$498K 0.03%
8,760
+505
537
$496K 0.03%
23,612
+11,258
538
$495K 0.03%
2,931
+459
539
$494K 0.03%
11,456
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540
$494K 0.03%
10,648
-393
541
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542
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14,606
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543
$490K 0.03%
21,888
544
$489K 0.03%
8,032
545
$489K 0.03%
3,125
+267
546
$488K 0.03%
8,304
-410
547
$487K 0.03%
1,018
548
$487K 0.03%
19,768
+1,372
549
$486K 0.03%
+9,590
550
$486K 0.03%
1,592
-165
20 21
22
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