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
76
$5.45M 0.28%
117,996
-23,119
77
$5.34M 0.28%
61,610
+5,030
78
$5.31M 0.28%
168,868
-3,602
79
$5.22M 0.27%
54,739
+655
80
$5.12M 0.27%
30,131
-3,813
81
$5.07M 0.26%
9,414
+844
82
$5.06M 0.26%
27,316
+2,197
83
$4.95M 0.26%
31,358
-79
84
$4.92M 0.26%
167,124
+575
85
$4.87M 0.25%
101,747
+24,317
86
$4.8M 0.25%
30,535
+4,049
87
$4.68M 0.24%
136,271
+4,366
88
$4.65M 0.24%
61,869
-1,480
89
$4.63M 0.24%
31,488
+644
90
$4.54M 0.24%
10,257
-214
91
$4.47M 0.23%
44,116
-2,544
92
$4.41M 0.23%
488,834
+962
93
$4.38M 0.23%
9,118
+1,473
94
$4.33M 0.23%
47,134
+35,881
95
$4.25M 0.22%
195,745
+8,206
96
$4.24M 0.22%
10,790
+211
97
$4.24M 0.22%
15,415
+1,396
98
$4.09M 0.21%
67,989
-5,743
99
$4.05M 0.21%
193,926
+8,845
100
$4.04M 0.21%
24,429
-2,081
2 3
4
5 6