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
726
$300K 0.02%
598
-52
727
$300K 0.02%
869
-153
728
$300K 0.02%
9,770
-461
729
$299K 0.02%
9,162
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$298K 0.02%
11,183
+43
731
$297K 0.02%
7,601
732
$296K 0.02%
2,839
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733
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+3,952
734
$295K 0.02%
8,042
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735
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1,513
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736
$293K 0.02%
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737
$292K 0.02%
6,879
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738
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9,339
-2,515
739
$290K 0.02%
5,499
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740
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742
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745
$286K 0.01%
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746
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3,124
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747
$285K 0.01%
1,167
+11
748
$284K 0.01%
2,816
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749
$283K 0.01%
+1,904
750
$283K 0.01%
1,631
+124
28 29
30
31 32