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
501
$437K 0.03%
10,746
-9,126
502
$436K 0.03%
4,946
-340
503
$432K 0.03%
38,820
-900
504
$432K 0.03%
+7,443
505
$432K 0.03%
+8,635
506
$432K 0.03%
7,179
+218
507
$432K 0.03%
6,883
-797
508
$430K 0.03%
8,448
+1,628
509
$428K 0.03%
15,687
-2,354
510
$428K 0.03%
14,095
-1,420
511
$426K 0.03%
8,885
+2,480
512
$425K 0.03%
9,292
+132
513
$425K 0.03%
6,369
+1,120
514
$422K 0.03%
1,938
+56
515
$422K 0.03%
181
+28
516
$421K 0.03%
13,504
+687
517
$421K 0.03%
15,714
+3,461
518
$420K 0.03%
1,994
-727
519
$417K 0.03%
4,335
520
$417K 0.03%
+15,486
521
$417K 0.03%
7,242
+1,700
522
$416K 0.03%
6,383
+455
523
$415K 0.03%
3,060
-50
524
$413K 0.03%
2,039
+814
525
$413K 0.03%
4,430
+1,924
19 20
21
22 23