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
601
$418K 0.02%
+8,555
602
$418K 0.02%
+2,133
603
$418K 0.02%
8,884
+537
604
$417K 0.02%
16,928
-207
605
$417K 0.02%
12,862
+82
606
$413K 0.02%
5,569
+11
607
$412K 0.02%
13,494
+485
608
$412K 0.02%
16,806
+619
609
$410K 0.02%
+2,181
610
$409K 0.02%
24,336
-869
611
$408K 0.02%
13,448
-6,615
612
$407K 0.02%
12,887
+1,069
613
$404K 0.02%
1,963
-161
614
$403K 0.02%
561
+17
615
$401K 0.02%
6,315
-6,529
616
$401K 0.02%
2,895
-168
617
$400K 0.02%
63
618
$400K 0.02%
900
+49
619
$398K 0.02%
10,053
+3,579
620
$397K 0.02%
11,123
-395
621
$396K 0.02%
7,062
+407
622
$394K 0.02%
10,090
623
$393K 0.02%
35,993
+8,396
624
$393K 0.02%
980
-208
625
$393K 0.02%
+5,660
23 24
25
26 27