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
676
$338K 0.02%
624
+23
677
$336K 0.02%
1,377
678
$335K 0.02%
6,348
+3,500
679
$334K 0.02%
1,613
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680
$333K 0.02%
1,136
-24
681
$333K 0.02%
+13,412
682
$331K 0.02%
18,584
-3,700
683
$330K 0.02%
3,919
-39
684
$328K 0.02%
3,423
-1,549
685
$328K 0.02%
+7,579
686
$328K 0.02%
+2,694
687
$326K 0.02%
4,839
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688
$326K 0.02%
5,421
689
$325K 0.02%
8,604
-564
690
$325K 0.02%
2,321
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691
$325K 0.02%
6,285
-343
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$324K 0.02%
14,899
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693
$322K 0.02%
8,912
+1,171
694
$322K 0.02%
2,256
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695
$320K 0.02%
4,292
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696
$319K 0.02%
67,886
+7,000
697
$317K 0.02%
1,409
-345
698
$316K 0.02%
25,215
-3,817
699
$314K 0.02%
9,030
+2,211
700
$314K 0.02%
10,695
26 27
28
29 30