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
451
$517K 0.04%
9,957
+36
452
$516K 0.04%
8,818
+122
453
$511K 0.04%
10,027
+3,015
454
$509K 0.04%
6,993
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455
$505K 0.04%
5,787
-2,592
456
$504K 0.04%
12,040
+1,912
457
$503K 0.04%
9,804
-3,426
458
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4,757
+17
459
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5,340
+4
460
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9,316
+283
461
$497K 0.04%
4,201
+866
462
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51,933
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463
$494K 0.04%
4,905
+239
464
$494K 0.04%
3,519
-23
465
$492K 0.04%
43,774
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466
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13,501
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467
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468
$487K 0.04%
5,842
+2,024
469
$485K 0.03%
5,279
-2,064
470
$485K 0.03%
7,976
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471
$479K 0.03%
9,836
+3,417
472
$479K 0.03%
7,548
-94
473
$478K 0.03%
12,502
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474
$477K 0.03%
7,424
+48
475
$476K 0.03%
19,934
-12,015
17 18
19
20 21