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
851
$216K 0.01%
4,847
+79
852
$215K 0.01%
+6,858
853
$214K 0.01%
5,242
+109
854
$214K 0.01%
+2,216
855
$214K 0.01%
1,111
-8
856
$214K 0.01%
3,491
+9
857
$213K 0.01%
+4,671
858
$213K 0.01%
6,344
-1,297
859
$212K 0.01%
+474
860
$211K 0.01%
3,438
-225
861
$210K 0.01%
+8,026
862
$210K 0.01%
6,529
-242
863
$209K 0.01%
1,476
-65
864
$208K 0.01%
11,580
-1,718
865
$207K 0.01%
+3,667
866
$207K 0.01%
+5,061
867
$206K 0.01%
1,713
-1,174
868
$206K 0.01%
+387
869
$206K 0.01%
4,453
870
$205K 0.01%
3,288
-1,053
871
$205K 0.01%
+3,760
872
$204K 0.01%
18,137
+3,595
873
$204K 0.01%
1,997
-223
874
$203K 0.01%
3,983
-655
875
$203K 0.01%
+1,215
33 34
35
36 37