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
651
$363K 0.02%
2,291
-21
652
$363K 0.02%
6,953
+81
653
$362K 0.02%
1,089
+19
654
$361K 0.02%
+8,828
655
$361K 0.02%
4,446
+662
656
$361K 0.02%
8,045
-4,540
657
$359K 0.02%
10,007
+1,889
658
$356K 0.02%
4,988
-1,795
659
$355K 0.02%
13,989
+26
660
$354K 0.02%
18,050
+1,569
661
$353K 0.02%
7,227
+2,325
662
$352K 0.02%
2,523
+89
663
$351K 0.02%
2,530
+162
664
$350K 0.02%
16,361
-800
665
$350K 0.02%
8,886
-340
666
$349K 0.02%
3,194
+100
667
$348K 0.02%
1,191
+330
668
$347K 0.02%
7,538
-387
669
$347K 0.02%
3,042
-47
670
$347K 0.02%
6,012
-3,173
671
$346K 0.02%
21,665
+1,230
672
$344K 0.02%
8,050
-1,750
673
$344K 0.02%
17,928
+4,164
674
$341K 0.02%
9,510
+150
675
$339K 0.02%
5,688
+38
25 26
27
28 29