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
401
$588K 0.04%
1,818
-14
402
$586K 0.04%
14,226
-480
403
$585K 0.04%
5,784
+130
404
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2,030
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405
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22,297
+8,102
406
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2,626
+19
407
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10,300
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408
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8,829
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409
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2,547
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410
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6,709
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411
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11,872
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412
$571K 0.04%
23,100
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413
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19,070
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414
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21,293
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415
$564K 0.04%
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417
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418
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4,764
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419
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25,725
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420
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34,614
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421
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33,450
+7,503
422
$552K 0.04%
6,573
+438
423
$552K 0.04%
6,873
-7,658
424
$546K 0.04%
8,897
-247
425
$545K 0.04%
3,852
+248
15 16
17
18 19