IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
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
+$17.1M
2
+$11.4M
3
+$11.4M
4
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$8.83M
5
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$6.57M

Top Sells

1
+$19.1M
2
+$15.6M
3
+$3.5M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$3.2M
5
SPBO icon
State Street SPDR Portfolio Corporate Bond ETF
SPBO
+$3.19M

Sector Composition

1 Technology 10.28%
2 Healthcare 4.42%
3 Consumer Discretionary 4.01%
4 Financials 3.86%
5 Industrials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
– –
-1,360
977
– –
-4,475
978
– –
-2,108
979
– –
-15,110
980
– –
-3,197
981
– –
-4,917
982
– –
-62,896
983
– –
-2
984
– –
-99,190
985
– –
-1,726
986
– –
-3,239
987
– –
-11,764
988
– –
-38,850
989
– –
-32,597
990
– –
-1,921
991
– –
-31,085
992
– –
-9,849
993
– –
-4,042
994
– –
-1,710
995
– –
-11,790
996
– –
-6,426
997
– –
-6,297
998
– –
-18,022
999
– –
-2,150
1000
– –
-3,525
38 39
40
41 42