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
301
$867K 0.06%
16,778
+2,767
302
$861K 0.06%
15,081
-858
303
$860K 0.06%
23,712
-1,616
304
$858K 0.06%
17,767
+8,868
305
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62,214
-1,535
306
$851K 0.06%
4,498
+43
307
$848K 0.06%
10,312
+78
308
$840K 0.06%
2,577
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309
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52,482
+10,746
310
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21,407
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311
$832K 0.06%
21,783
-2,250
312
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14,058
+30
313
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16,311
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314
$823K 0.06%
36,964
-28,991
315
$819K 0.06%
14,912
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316
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3,992
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317
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7,452
-369
318
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15,771
-2,093
319
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14,346
+4,426
320
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20,870
+510
321
$803K 0.06%
33,045
+16,710
322
$802K 0.06%
14,312
+108
323
$802K 0.06%
6,704
-96
324
$800K 0.06%
2,498
-237
325
$796K 0.06%
+1,612
11 12
13
14 15