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
151
$2.5M 0.13%
22,925
-207
152
$2.49M 0.13%
53,581
+2,924
153
$2.48M 0.13%
132,179
-529
154
$2.48M 0.13%
13,511
-1,032
155
$2.44M 0.13%
35,351
+14,490
156
$2.44M 0.13%
30,615
-3,135
157
$2.44M 0.13%
45,859
-519
158
$2.44M 0.13%
33,682
+10,875
159
$2.44M 0.13%
61,437
-18
160
$2.43M 0.13%
60,752
+670
161
$2.42M 0.13%
125,909
+5,120
162
$2.42M 0.13%
92,134
-1,288
163
$2.37M 0.12%
33,897
+313
164
$2.37M 0.12%
148,473
-11,334
165
$2.35M 0.12%
5,325
-1,899
166
$2.33M 0.12%
28,789
+1,760
167
$2.3M 0.12%
15,150
+2,153
168
$2.3M 0.12%
9,401
-4,487
169
$2.3M 0.12%
11,242
+910
170
$2.3M 0.12%
36,574
-2,146
171
$2.22M 0.12%
27,523
+6,553
172
$2.21M 0.12%
33,744
-18
173
$2.21M 0.12%
173,942
+11,632
174
$2.21M 0.12%
93,225
-2,640
175
$2.2M 0.11%
145,685
-7,776
5 6
7
8 9