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
901
$165K 0.01%
15,377
902
$160K 0.01%
30,518
-358
903
$155K 0.01%
34,090
-5,002
904
$153K 0.01%
13,647
+37
905
$152K 0.01%
11,628
+222
906
$151K 0.01%
18,021
-1,322
907
$150K 0.01%
10,102
-1,511
908
$142K 0.01%
10,466
+235
909
$141K 0.01%
1,893
+581
910
$136K 0.01%
34,639
+66
911
$136K 0.01%
15,350
-1,000
912
$133K 0.01%
21,434
+28
913
$133K 0.01%
10,676
914
$131K 0.01%
20,324
+9,603
915
$129K 0.01%
13,346
-1,216
916
$128K 0.01%
11,133
-867
917
$120K 0.01%
11,888
+73
918
$118K 0.01%
+10,560
919
$118K 0.01%
+2,559
920
$115K 0.01%
13,789
-11,631
921
$110K 0.01%
34,350
-4,500
922
$107K 0.01%
95,050
+29,280
923
$98.5K 0.01%
26,345
+55
924
$96.6K 0.01%
16,045
925
$95.5K 0.01%
53,635
-760
35 36
37
38 39