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
476
$475K 0.03%
9,291
+741
477
$474K 0.03%
4,128
+185
478
$473K 0.03%
6,389
-6,310
479
$466K 0.03%
29,599
+310
480
$466K 0.03%
12,252
-60
481
$465K 0.03%
+7,961
482
$465K 0.03%
9,992
+2,320
483
$464K 0.03%
+2,587
484
$463K 0.03%
8,737
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485
$460K 0.03%
4,160
+20
486
$456K 0.03%
4,759
-781
487
$455K 0.03%
12,503
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488
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+9,477
489
$453K 0.03%
4,441
+151
490
$453K 0.03%
3,604
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491
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16,254
+7,477
492
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10,191
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493
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3,215
+21
494
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5,567
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495
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6,930
+1,635
496
$441K 0.03%
19,943
+105
497
$441K 0.03%
21,030
+225
498
$439K 0.03%
+7,594
499
$438K 0.03%
+2,759
500
$438K 0.03%
11,275
+100
18 19
20
21 22