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
801
$244K 0.01%
7,903
-35
802
$244K 0.01%
13,282
+1,006
803
$244K 0.01%
2,975
+31
804
$240K 0.01%
10,288
805
$238K 0.01%
7,106
+230
806
$238K 0.01%
1,218
+120
807
$237K 0.01%
1,051
+75
808
$236K 0.01%
+7,645
809
$236K 0.01%
14,057
-10,087
810
$236K 0.01%
12,068
+491
811
$235K 0.01%
5,699
812
$235K 0.01%
+5,912
813
$234K 0.01%
6,807
814
$234K 0.01%
4,715
+156
815
$234K 0.01%
10,900
-90
816
$234K 0.01%
20,544
+6,080
817
$232K 0.01%
+1,594
818
$232K 0.01%
9,196
+46
819
$231K 0.01%
480
+11
820
$231K 0.01%
+1,976
821
$230K 0.01%
7,363
-55
822
$230K 0.01%
19,100
+1,000
823
$230K 0.01%
9,999
-12,917
824
$230K 0.01%
85
-37
825
$229K 0.01%
+17,245
31 32
33
34 35