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
126
$3M 0.16%
41,135
+8,260
127
$2.98M 0.16%
18,366
-4,632
128
$2.92M 0.15%
77,588
+3,636
129
$2.92M 0.15%
21,666
+1,041
130
$2.89M 0.15%
129,366
-675
131
$2.87M 0.15%
13,032
+518
132
$2.85M 0.15%
15,832
+76
133
$2.85M 0.15%
56,971
-748
134
$2.85M 0.15%
5,825
+2,286
135
$2.84M 0.15%
7,002
+3,009
136
$2.81M 0.15%
6,108
+334
137
$2.81M 0.15%
76,569
-304
138
$2.79M 0.15%
24,502
+3,166
139
$2.72M 0.14%
102,193
+3,359
140
$2.67M 0.14%
155,055
-25,785
141
$2.65M 0.14%
17,427
-619
142
$2.63M 0.14%
11,666
+4,285
143
$2.63M 0.14%
26,878
-13,552
144
$2.63M 0.14%
164,382
+11,929
145
$2.62M 0.14%
44,139
+4,019
146
$2.6M 0.14%
64,786
+19,070
147
$2.59M 0.13%
26,885
+21,703
148
$2.57M 0.13%
22,334
-14,519
149
$2.52M 0.13%
10,233
+1,679
150
$2.51M 0.13%
11,321
+2,306
4 5
6
7 8