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
176
$2.18M 0.11%
25,758
+84
177
$2.17M 0.11%
33,438
+628
178
$2.15M 0.11%
172,728
+23,619
179
$2.14M 0.11%
54,009
+233
180
$2.14M 0.11%
48,390
+6,888
181
$2.13M 0.11%
+20,214
182
$2.12M 0.11%
29,977
-1,636
183
$2.08M 0.11%
10,480
-825
184
$2.06M 0.11%
6,394
+1,414
185
$2.05M 0.11%
40,860
+2,265
186
$2.04M 0.11%
39,869
-619
187
$2.04M 0.11%
20,569
+202
188
$2.01M 0.1%
49,410
-75
189
$1.96M 0.1%
78,419
+1,488
190
$1.96M 0.1%
27,793
+1,505
191
$1.95M 0.1%
23,014
-317
192
$1.94M 0.1%
44,108
-866
193
$1.93M 0.1%
14,458
+80
194
$1.93M 0.1%
86,277
+309
195
$1.93M 0.1%
3,703
-66
196
$1.92M 0.1%
37,324
-3,681
197
$1.92M 0.1%
112,877
+118
198
$1.91M 0.1%
87,246
+198
199
$1.89M 0.1%
4,250
+1,850
200
$1.86M 0.1%
3,306
+784
6 7
8
9 10