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
551
$484K 0.03%
7,275
-208
552
$484K 0.03%
20,128
+1,762
553
$483K 0.03%
6,423
-369
554
$480K 0.03%
23,828
+12,570
555
$476K 0.02%
13,141
-2,048
556
$473K 0.02%
56,709
+5,506
557
$473K 0.02%
14,266
+4,005
558
$472K 0.02%
+1,787
559
$471K 0.02%
7,717
-1,074
560
$470K 0.02%
1,426
-293
561
$469K 0.02%
15,804
+2,236
562
$467K 0.02%
2,282
+1,076
563
$466K 0.02%
10,252
-2,650
564
$466K 0.02%
+14,102
565
$465K 0.02%
3,694
+958
566
$462K 0.02%
17,385
-1,830
567
$462K 0.02%
2,658
+45
568
$461K 0.02%
18,529
+554
569
$461K 0.02%
4,729
-864
570
$461K 0.02%
6,439
+173
571
$461K 0.02%
4,046
+963
572
$460K 0.02%
6,081
+21
573
$459K 0.02%
5,721
-1
574
$457K 0.02%
19,943
-1,263
575
$455K 0.02%
+577
21 22
23
24 25