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
751
$280K 0.01%
+13,328
752
$280K 0.01%
8,482
-1,221
753
$278K 0.01%
6,131
+384
754
$275K 0.01%
20,700
755
$275K 0.01%
5,762
+31
756
$274K 0.01%
6,009
+453
757
$273K 0.01%
+3,856
758
$272K 0.01%
+4,709
759
$271K 0.01%
17,335
-3,136
760
$271K 0.01%
7,900
-200
761
$270K 0.01%
2,830
-116
762
$270K 0.01%
2,044
+51
763
$269K 0.01%
+1,825
764
$269K 0.01%
+3,026
765
$269K 0.01%
11,975
-604
766
$268K 0.01%
4,194
+69
767
$268K 0.01%
13,818
+115
768
$268K 0.01%
12,576
769
$267K 0.01%
+9,649
770
$265K 0.01%
5,034
-8,674
771
$263K 0.01%
3,500
+11
772
$261K 0.01%
+93,477
773
$260K 0.01%
4,479
-2,639
774
$259K 0.01%
6,607
-271
775
$258K 0.01%
+4,771
29 30
31
32 33