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
576
$350K 0.03%
3,046
+109
577
$350K 0.03%
4,564
-8,851
578
$350K 0.03%
18,974
-501
579
$349K 0.03%
44,688
-465
580
$348K 0.03%
+2,166
581
$348K 0.03%
+3,290
582
$346K 0.02%
1,402
583
$345K 0.02%
7,045
+1,679
584
$345K 0.02%
19,930
-357
585
$343K 0.02%
+6,941
586
$343K 0.02%
28,208
-3,442
587
$342K 0.02%
+7,507
588
$341K 0.02%
9,525
+825
589
$341K 0.02%
+19,428
590
$340K 0.02%
12,459
+3,309
591
$340K 0.02%
1,701
+96
592
$337K 0.02%
28,916
+8,806
593
$337K 0.02%
4,959
+179
594
$335K 0.02%
+4,885
595
$334K 0.02%
1,767
+134
596
$333K 0.02%
24,941
+8,916
597
$332K 0.02%
3,155
-3,093
598
$331K 0.02%
+2,531
599
$330K 0.02%
+9,065
600
$330K 0.02%
2,194
+114
22 23
24
25 26