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
626
$389K 0.02%
4,806
-1,046
627
$387K 0.02%
+16,820
628
$385K 0.02%
37,051
-6,535
629
$384K 0.02%
4,976
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630
$384K 0.02%
3,440
+215
631
$383K 0.02%
6,560
-6
632
$382K 0.02%
7,150
+12
633
$380K 0.02%
2,636
-116
634
$380K 0.02%
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-288
635
$380K 0.02%
8,092
+357
636
$376K 0.02%
3,511
+355
637
$376K 0.02%
2,746
-2
638
$375K 0.02%
19,363
+1,390
639
$373K 0.02%
9,167
+2,063
640
$372K 0.02%
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641
$371K 0.02%
25,082
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642
$370K 0.02%
8,848
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643
$370K 0.02%
8,498
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644
$370K 0.02%
5,089
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645
$368K 0.02%
+1,871
646
$365K 0.02%
6,147
-6
647
$365K 0.02%
3,985
-432
648
$364K 0.02%
5,004
+552
649
$364K 0.02%
9,822
+147
650
$364K 0.02%
3,964
-245
24 25
26
27 28