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
926
$95.4K 0.01%
20,000
927
$93.9K ﹤0.01%
10,160
+144
928
$91.1K ﹤0.01%
+40,840
929
$90.1K ﹤0.01%
10,953
-1,386
930
$89.9K ﹤0.01%
13,357
+669
931
$89.5K ﹤0.01%
17,485
+1,425
932
$85.4K ﹤0.01%
30,300
+50
933
$82K ﹤0.01%
10,250
-1,147
934
$80.1K ﹤0.01%
49,152
-150
935
$78.2K ﹤0.01%
13,832
+805
936
$78.1K ﹤0.01%
2,059
937
$77.6K ﹤0.01%
678
-5
938
$77.1K ﹤0.01%
15,000
939
$75K ﹤0.01%
967
-320
940
$69.7K ﹤0.01%
5,576
+31
941
$68.3K ﹤0.01%
+35,000
942
$67.8K ﹤0.01%
13,499
943
$67.5K ﹤0.01%
5,425
944
$58.3K ﹤0.01%
1,626
+182
945
$57.6K ﹤0.01%
28,800
+2,000
946
$56.9K ﹤0.01%
+13,676
947
$55.1K ﹤0.01%
+45,500
948
$54.7K ﹤0.01%
11,945
-700
949
$48K ﹤0.01%
+12,006
950
$45.3K ﹤0.01%
1,154
36 37
38
39 40