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
1001
– –
-6,297
1002
– –
-18,022
1003
– –
-2,150
1004
– –
-3,525
1005
– –
-11,241
1006
– –
-5,262
1007
– –
-21,342
1008
– –
-14,193
1009
– –
-10,892
1010
– –
0
1011
– –
-40,975
1012
– –
-4,911
1013
– –
-4,657
1014
– –
-22,403
1015
– –
-10,850
1016
– –
-5,059
1017
– –
-2,835
1018
– –
-500
1019
– –
-11,320
1020
– –
-9,047
1021
– –
-28,318
1022
– –
-31,624
1023
– –
-1,375
1024
– –
-8,920
1025
– –
-386,656
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