IWM

IHT Wealth Management Portfolio holdings

AUM $3.64B
1-Year Est. Return 15.77%
This Quarter Est. Return
1 Year Est. Return
+15.77%
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
SPDR Portfolio Corporate Bond ETF
SPBO
+$3.19M
5
XLU icon
Utilities Select Sector SPDR Fund
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
876
$203K 0.01%
+2,036
877
$203K 0.01%
25,228
878
$203K 0.01%
+5,492
879
$203K 0.01%
5,782
-4,748
880
$202K 0.01%
+4,964
881
$202K 0.01%
1,328
-80
882
$202K 0.01%
33,091
+338
883
$201K 0.01%
11,531
-291
884
$201K 0.01%
3,559
-227
885
$201K 0.01%
+3,991
886
$200K 0.01%
+1,656
887
$200K 0.01%
1,649
+37
888
$197K 0.01%
16,643
+5,795
889
$197K 0.01%
19,704
+1,064
890
$196K 0.01%
13,105
891
$194K 0.01%
+28,857
892
$189K 0.01%
12,262
-30
893
$188K 0.01%
257,128
-4,095
894
$187K 0.01%
13,952
+874
895
$186K 0.01%
+54,623
896
$183K 0.01%
16,941
+1,661
897
$176K 0.01%
+11,951
898
$171K 0.01%
4,894
899
$170K 0.01%
+29,913
900
$165K 0.01%
11,800
34 35
36
37 38