IWM

IHT Wealth Management Portfolio holdings

AUM $3.64B
1-Year Est. Return 15.77%
This Quarter Est. Return
1 Year Est. Return
+15.77%
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
SPDR Portfolio Corporate Bond ETF
SPBO
+$3.19M
5
XLU icon
Utilities Select Sector SPDR Fund
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
51
$7.19M 0.37%
24,109
+423
52
$7.04M 0.37%
90,669
-10,908
53
$7M 0.36%
22,533
+2,581
54
$7M 0.36%
33,131
-1,832
55
$6.8M 0.35%
50,463
+227
56
$6.66M 0.35%
62,137
-1,568
57
$6.59M 0.34%
+71,638
58
$6.57M 0.34%
67,272
-1,168
59
$6.33M 0.33%
97,242
+1,209
60
$6.31M 0.33%
94,593
-5,266
61
$6.09M 0.32%
73,247
+1,228
62
$6.04M 0.31%
25,425
+561
63
$6.02M 0.31%
110,614
+8,535
64
$6M 0.31%
320,328
+6,860
65
$5.96M 0.31%
241,196
+10,632
66
$5.86M 0.31%
58,841
-22,267
67
$5.82M 0.3%
61,706
+2,914
68
$5.75M 0.3%
73,489
-5,641
69
$5.74M 0.3%
127,706
+14,707
70
$5.6M 0.29%
534,168
+26,434
71
$5.55M 0.29%
73,438
+5,129
72
$5.55M 0.29%
84,784
-47,463
73
$5.53M 0.29%
119,760
-425
74
$5.51M 0.29%
164,793
+6,234
75
$5.5M 0.29%
51,221
+1,461
1 2
3
4 5