IWM

IHT Wealth Management Portfolio holdings

AUM $3.95B
1-Year Est. Return 17.75%
This Quarter Est. Return
1 Year Est. Return
+17.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.39B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
891
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$12.8M
3
+$12.3M
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$12.1M
5
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$5.88M

Top Sells

1
+$11.6M
2
+$11.6M
3
+$9.35M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$7.85M
5
XSW icon
State Street SPDR S&P Software & Services ETF
XSW
+$5.05M

Sector Composition

1 Technology 8.7%
2 Healthcare 8.23%
3 Consumer Discretionary 5.37%
4 Financials 4.86%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.27M 0.09%
13,211
+1,256
227
$1.26M 0.09%
102,972
-7,832
228
$1.26M 0.09%
38,165
-34,557
229
$1.25M 0.09%
9,383
+2,413
230
$1.25M 0.09%
18,424
+106
231
$1.25M 0.09%
5,402
-40
232
$1.24M 0.09%
9,566
+87
233
$1.24M 0.09%
125,678
-223,227
234
$1.24M 0.09%
9,752
+1,819
235
$1.24M 0.09%
13,502
+500
236
$1.24M 0.09%
+36,924
237
$1.24M 0.09%
10,456
+304
238
$1.23M 0.09%
11,625
+3
239
$1.21M 0.09%
5,628
+556
240
$1.2M 0.09%
50,271
-3,565
241
$1.2M 0.09%
2,523
+216
242
$1.19M 0.09%
45,193
+4,289
243
$1.18M 0.08%
14,691
-556
244
$1.17M 0.08%
24,450
-5,187
245
$1.16M 0.08%
18,693
+1,380
246
$1.15M 0.08%
+8,353
247
$1.15M 0.08%
22,554
-153,608
248
$1.15M 0.08%
+42,025
249
$1.12M 0.08%
84,450
-3,243
250
$1.12M 0.08%
4,711
+1
8 9
10
11 12