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
576
$455K 0.02%
8,115
-95
577
$455K 0.02%
10,976
+271
578
$452K 0.02%
10,580
-75
579
$451K 0.02%
10,653
+4,599
580
$447K 0.02%
7,970
-211
581
$445K 0.02%
2,177
-473
582
$444K 0.02%
7,877
+327
583
$444K 0.02%
6,321
-280
584
$444K 0.02%
22,385
+1,178
585
$444K 0.02%
12,540
+3,292
586
$443K 0.02%
5,601
-322
587
$441K 0.02%
15,085
+3,879
588
$440K 0.02%
8,708
+4,619
589
$440K 0.02%
8,786
+204
590
$438K 0.02%
8,936
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591
$434K 0.02%
3,275
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592
$433K 0.02%
3,750
-32
593
$430K 0.02%
17,773
+2,424
594
$426K 0.02%
51,531
595
$423K 0.02%
5,232
+286
596
$423K 0.02%
13,809
-493
597
$422K 0.02%
6,214
-199
598
$421K 0.02%
8,192
+17
599
$420K 0.02%
3,724
-13,623
600
$419K 0.02%
7,631
22 23
24
25 26