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
276
$964K 0.07%
+23,389
277
$951K 0.07%
5,230
+2,436
278
$943K 0.07%
9,442
279
$930K 0.07%
6,202
-48
280
$929K 0.07%
11,365
-356
281
$928K 0.07%
3,001
+2,159
282
$928K 0.07%
+44,314
283
$927K 0.07%
11,827
-188
284
$921K 0.07%
43,425
-24,565
285
$920K 0.07%
26,744
-1,641
286
$916K 0.07%
13,813
-1,038
287
$908K 0.07%
46,995
+4,281
288
$904K 0.07%
4,465
-1,767
289
$901K 0.06%
4,518
+1,069
290
$896K 0.06%
9,930
-31
291
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3,942
+1,188
292
$886K 0.06%
4,714
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293
$884K 0.06%
+54,632
294
$883K 0.06%
4,579
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295
$879K 0.06%
10,506
+4,006
296
$877K 0.06%
17,286
-1,874
297
$876K 0.06%
11,760
-440
298
$875K 0.06%
14,330
-422
299
$871K 0.06%
52,353
+11,245
300
$869K 0.06%
+8,674
10 11
12
13 14