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
776
$257K 0.01%
129,731
-3,306
777
$256K 0.01%
+9,351
778
$256K 0.01%
8,349
-8,285
779
$256K 0.01%
+5,618
780
$256K 0.01%
4,459
+113
781
$256K 0.01%
8,200
-2,950
782
$256K 0.01%
16,654
-1,039
783
$254K 0.01%
+3,479
784
$254K 0.01%
8,612
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785
$254K 0.01%
2,435
+96
786
$254K 0.01%
16,546
+1,615
787
$253K 0.01%
+2,048
788
$252K 0.01%
9,896
+40
789
$252K 0.01%
1,215
790
$252K 0.01%
4,254
+2
791
$251K 0.01%
3,945
-2,205
792
$251K 0.01%
5,286
-1,953
793
$251K 0.01%
5,451
-48
794
$249K 0.01%
15,645
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795
$248K 0.01%
+8,437
796
$247K 0.01%
3,815
-250
797
$247K 0.01%
12,668
+1,191
798
$247K 0.01%
13,750
-1,200
799
$247K 0.01%
+7,003
800
$246K 0.01%
10,745
-2,287
30 31
32
33 34