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
201
$1.86M 0.1%
27,496
+1,652
202
$1.84M 0.1%
+73,592
203
$1.81M 0.09%
10,080
+546
204
$1.79M 0.09%
7,893
+545
205
$1.78M 0.09%
13,505
-339
206
$1.78M 0.09%
35,476
+3,390
207
$1.76M 0.09%
24,278
+12,316
208
$1.75M 0.09%
57,493
-6,519
209
$1.72M 0.09%
16,111
-924
210
$1.71M 0.09%
42,828
+25,841
211
$1.7M 0.09%
24,240
-1,605
212
$1.7M 0.09%
13,260
-159
213
$1.69M 0.09%
10,472
+1,476
214
$1.68M 0.09%
33,092
-3,204
215
$1.68M 0.09%
51,498
+410
216
$1.67M 0.09%
7,926
-48
217
$1.67M 0.09%
29,627
-2,023
218
$1.67M 0.09%
17,033
+759
219
$1.66M 0.09%
78,896
-4,112
220
$1.65M 0.09%
36,530
-566
221
$1.65M 0.09%
59,568
+1,175
222
$1.65M 0.09%
19,768
-1,081
223
$1.65M 0.09%
22,027
-742
224
$1.65M 0.09%
39,719
+6,566
225
$1.65M 0.09%
34,064
+2,110
7 8
9
10 11