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
326
$793K 0.06%
6,104
+130
327
$785K 0.06%
19,192
+374
328
$782K 0.06%
+28,192
329
$781K 0.06%
1,036
+364
330
$778K 0.06%
2,738
-712
331
$776K 0.06%
6,053
+739
332
$774K 0.06%
13,470
+4,128
333
$772K 0.06%
35,057
-1,284
334
$772K 0.06%
47,790
335
$761K 0.05%
4,038
+22
336
$761K 0.05%
2,939
+62
337
$760K 0.05%
8,568
+2,950
338
$757K 0.05%
3,168
+167
339
$752K 0.05%
+24,264
340
$743K 0.05%
15,214
+491
341
$741K 0.05%
14,903
-1,799
342
$737K 0.05%
8,302
-85
343
$735K 0.05%
9,290
-4,006
344
$732K 0.05%
+13,886
345
$728K 0.05%
+14,297
346
$728K 0.05%
9,700
+4,850
347
$726K 0.05%
22,100
+8,170
348
$726K 0.05%
2,131
-1,850
349
$719K 0.05%
9,465
+809
350
$719K 0.05%
13,750
+1,864
12 13
14
15 16