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
251
$1.12M 0.08%
5,073
-698
252
$1.1M 0.08%
20,388
253
$1.09M 0.08%
8,071
+1,744
254
$1.08M 0.08%
43,891
-6,839
255
$1.08M 0.08%
32,010
+17,862
256
$1.08M 0.08%
18,496
+1,599
257
$1.07M 0.08%
44,157
-16,427
258
$1.06M 0.08%
23,585
+7,519
259
$1.05M 0.08%
8,600
-816
260
$1.03M 0.07%
+5,561
261
$1.02M 0.07%
4,149
-33
262
$1.02M 0.07%
20,276
-1,711
263
$1.02M 0.07%
15,787
264
$1.01M 0.07%
11,059
-2,251
265
$1.01M 0.07%
14,437
+2,116
266
$1.01M 0.07%
7,617
+389
267
$1.01M 0.07%
+10,406
268
$1.01M 0.07%
42,507
-277
269
$1.01M 0.07%
60,264
-26,511
270
$1M 0.07%
11,046
-453
271
$1M 0.07%
19,221
+2,555
272
$986K 0.07%
39,753
+6,999
273
$978K 0.07%
37,430
-1,650
274
$977K 0.07%
+38,728
275
$977K 0.07%
5,747
+177
9 10
11
12 13