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
351
$710K 0.05%
8,420
-2,291
352
$709K 0.05%
44,660
-12,632
353
$709K 0.05%
18,047
+47
354
$702K 0.05%
21,589
+2,301
355
$700K 0.05%
33,294
+2,624
356
$699K 0.05%
2,280
+721
357
$697K 0.05%
6,476
+2,644
358
$694K 0.05%
11,017
+56
359
$693K 0.05%
+13,811
360
$689K 0.05%
1,378
+27
361
$689K 0.05%
6,505
-4,512
362
$689K 0.05%
5,342
-7
363
$687K 0.05%
19,516
+1,027
364
$685K 0.05%
9,414
-4,307
365
$684K 0.05%
+17,913
366
$681K 0.05%
12,776
+1,981
367
$680K 0.05%
5,163
+999
368
$677K 0.05%
8,618
+806
369
$677K 0.05%
6,607
+868
370
$676K 0.05%
2,560
-77
371
$673K 0.05%
+15,495
372
$671K 0.05%
84,999
+1,339
373
$669K 0.05%
6,144
-339
374
$669K 0.05%
21,370
+1,374
375
$668K 0.05%
3,879
+1,134
13 14
15
16 17