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
951
$39.9K ﹤0.01%
2,869
952
$31.7K ﹤0.01%
+10,372
953
$31.7K ﹤0.01%
12,344
-349
954
$29.4K ﹤0.01%
1,813
955
$25.5K ﹤0.01%
1,634
956
$22.2K ﹤0.01%
1,368
957
$14.6K ﹤0.01%
3,750
-207
958
$14.2K ﹤0.01%
+2,009
959
$10.6K ﹤0.01%
28,538
-2,955
960
$9.2K ﹤0.01%
1,045
961
$8.82K ﹤0.01%
40
962
$6.49K ﹤0.01%
1,833
963
$6.02K ﹤0.01%
14,000
+4,000
964
$5.58K ﹤0.01%
+1,197
965
$2.32K ﹤0.01%
11,613
966
$1.31K ﹤0.01%
370
967
– –
-15,110
968
– –
-3,197
969
– –
-4,917
970
– –
-8,933
971
– –
-6,794
972
– –
-2,547
973
– –
-3,584
974
– –
-16,669
975
– –
-79,141
37 38
39
40 41