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 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-4,475
1027
– –
-2,108
1028
– –
-5,221
1029
– –
-157,178
1030
– –
-11,027
1031
– –
-6,300
1032
– –
-667
1033
– –
-27,600
1034
– –
-10,849
1035
– –
-12,437
1036
– –
-32,500
1037
– –
-14,594
1038
– –
-95,501
38 39 40 41
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