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
701
$314K 0.02%
57,705
-1,075
702
$314K 0.02%
13,525
-1,000
703
$314K 0.02%
5,131
-7,669
704
$313K 0.02%
3,232
+9
705
$313K 0.02%
+2,735
706
$313K 0.02%
16,599
-23,146
707
$312K 0.02%
3,795
708
$312K 0.02%
2,863
-202
709
$312K 0.02%
716
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710
$311K 0.02%
1,863
+38
711
$310K 0.02%
6,171
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712
$309K 0.02%
+3,301
713
$309K 0.02%
1,045
+126
714
$308K 0.02%
3,478
+210
715
$308K 0.02%
9,903
716
$308K 0.02%
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717
$308K 0.02%
7,666
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718
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719
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818
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720
$306K 0.02%
221
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721
$305K 0.02%
13,671
+90
722
$304K 0.02%
17,246
+685
723
$303K 0.02%
9,915
+10
724
$302K 0.02%
6,473
-1,042
725
$301K 0.02%
25,575
+351
27 28
29
30 31