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
551
$381K 0.03%
3,037
-386
552
$379K 0.03%
7,618
-5,980
553
$379K 0.03%
11,500
-160
554
$378K 0.03%
4,872
+22
555
$373K 0.03%
2,880
+33
556
$369K 0.03%
14,366
+2,594
557
$369K 0.03%
5,642
-947
558
$367K 0.03%
1,335
+185
559
$366K 0.03%
593
-25
560
$366K 0.03%
+22,080
561
$365K 0.03%
5,340
+95
562
$364K 0.03%
1,582
-16
563
$363K 0.03%
26,000
+11,000
564
$359K 0.03%
31,280
+3,603
565
$357K 0.03%
3,232
+10
566
$357K 0.03%
5,364
-526
567
$356K 0.03%
3,906
+391
568
$354K 0.03%
10,628
-1,691
569
$354K 0.03%
3,614
+41
570
$353K 0.03%
1,962
-287
571
$353K 0.03%
2,483
+61
572
$353K 0.03%
10,342
-2,100
573
$353K 0.03%
+1,351
574
$352K 0.03%
58,010
-1,596
575
$352K 0.03%
+14,900
21 22
23
24 25