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
826
$228K 0.01%
4,043
+677
827
$228K 0.01%
3,003
-100
828
$227K 0.01%
6,610
-163
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$227K 0.01%
1,761
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830
$226K 0.01%
5,825
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831
$226K 0.01%
3,259
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832
$226K 0.01%
1,540
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833
$225K 0.01%
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834
$224K 0.01%
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835
$224K 0.01%
4,563
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836
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+2,171
837
$223K 0.01%
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838
$221K 0.01%
7,213
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839
$221K 0.01%
4,710
+188
840
$221K 0.01%
3,000
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841
$220K 0.01%
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842
$220K 0.01%
1,252
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843
$220K 0.01%
2,681
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$220K 0.01%
6,443
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$220K 0.01%
2,160
-30
846
$219K 0.01%
+4,416
847
$219K 0.01%
2,886
+167
848
$219K 0.01%
2,771
-260
849
$218K 0.01%
968
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850
$216K 0.01%
7,600
-2,255
32 33
34
35 36