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
526
$413K 0.03%
6,246
+92
527
$411K 0.03%
7,656
+672
528
$410K 0.03%
7,671
-2,470
529
$408K 0.03%
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530
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11,470
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531
$402K 0.03%
4,744
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532
$400K 0.03%
2,832
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533
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14,770
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534
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535
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536
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2,631
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537
$396K 0.03%
14,782
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538
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539
$394K 0.03%
14,973
540
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541
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1
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3,841
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544
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12,365
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545
$386K 0.03%
18,387
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546
$384K 0.03%
4,133
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547
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5,348
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548
$382K 0.03%
9,102
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549
$382K 0.03%
12,029
550
$381K 0.03%
1,565
-8
20 21
22
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