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
26
$9.61M 0.69%
140,098
+85,783
27
$9.19M 0.66%
217,394
+72,311
28
$8.9M 0.64%
86,100
+6,600
29
$8.73M 0.63%
96,169
+2,320
30
$7.98M 0.57%
77,340
+40
31
$7.44M 0.53%
130,017
-929
32
$7.36M 0.53%
193,793
-45,704
33
$7.17M 0.52%
28,146
+3,424
34
$7.05M 0.51%
102,289
+11,158
35
$6.9M 0.5%
342,496
+177,751
36
$6.88M 0.5%
132,205
-10,080
37
$6.79M 0.49%
30,719
+3,235
38
$6.69M 0.48%
36,270
+1,547
39
$6.54M 0.47%
25,456
+468
40
$6.43M 0.46%
29,498
+15,401
41
$6.42M 0.46%
25,110
+9,110
42
$6.28M 0.45%
17,230
-1,595
43
$6.2M 0.45%
53,081
+2,879
44
$6.15M 0.44%
43,384
+11,533
45
$6.04M 0.43%
27,120
+45
46
$5.97M 0.43%
447,480
+42,920
47
$5.97M 0.43%
54,991
-1,127
48
$5.6M 0.4%
19,016
+1,286
49
$5.57M 0.4%
113,410
-575
50
$5.54M 0.4%
56,735
-1,700
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