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
101
$4.04M 0.21%
81,913
+9,309
102
$4.02M 0.21%
76,825
-390
103
$3.92M 0.2%
43,903
-1,312
104
$3.91M 0.2%
58,580
-3,558
105
$3.88M 0.2%
128,971
+56,818
106
$3.87M 0.2%
31,116
+288
107
$3.79M 0.2%
45,705
-12,780
108
$3.76M 0.2%
60,343
-14,197
109
$3.73M 0.19%
26,283
-2,928
110
$3.73M 0.19%
194,359
+21,819
111
$3.72M 0.19%
71,841
+22,683
112
$3.7M 0.19%
49,920
+11,274
113
$3.58M 0.19%
158,792
-6,317
114
$3.55M 0.18%
155,726
-2,030
115
$3.48M 0.18%
51,554
+31,695
116
$3.47M 0.18%
120,920
+61,099
117
$3.45M 0.18%
32,507
-423
118
$3.41M 0.18%
29,592
+3,485
119
$3.18M 0.17%
31,587
-301
120
$3.15M 0.16%
66,311
-4,289
121
$3.15M 0.16%
26,467
+4,398
122
$3.13M 0.16%
28,747
+3,617
123
$3.11M 0.16%
83,753
-4,975
124
$3.08M 0.16%
14,861
+212
125
$3.03M 0.16%
+56,050
3 4
5
6 7