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
376
$666K 0.05%
12,191
-759
377
$664K 0.05%
7,525
+993
378
$659K 0.05%
2,379
+3
379
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3,578
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380
$646K 0.05%
1,962
-44
381
$643K 0.05%
5,398
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382
$643K 0.05%
1,049
+142
383
$642K 0.05%
96,400
+18,334
384
$638K 0.05%
42,536
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385
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22,961
386
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5,346
+31
387
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+11,372
388
$624K 0.04%
48,879
+21,448
389
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+7,180
390
$618K 0.04%
9,038
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391
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8,832
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392
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24,835
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393
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394
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21,438
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395
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4,044
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396
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8,885
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397
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13,215
+1,885
398
$590K 0.04%
9,360
-780
399
$590K 0.04%
3,410
400
$589K 0.04%
3,421
+53
14 15
16
17 18