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
601
$329K 0.02%
8,504
+2,671
602
$329K 0.02%
+3,232
603
$328K 0.02%
2,082
-32,033
604
$327K 0.02%
1,864
-392
605
$326K 0.02%
5,953
+134
606
$325K 0.02%
+7,010
607
$324K 0.02%
8,008
+1,460
608
$322K 0.02%
6,380
+5
609
$322K 0.02%
7,445
-2,060
610
$322K 0.02%
+7,293
611
$319K 0.02%
+1,296
612
$318K 0.02%
+6,976
613
$317K 0.02%
7,932
+1,010
614
$316K 0.02%
4,073
-902
615
$315K 0.02%
+10,534
616
$315K 0.02%
+5,178
617
$315K 0.02%
2,093
+13
618
$315K 0.02%
+8,221
619
$314K 0.02%
+4,910
620
$310K 0.02%
26,200
-2,000
621
$310K 0.02%
+2,243
622
$310K 0.02%
+6,937
623
$310K 0.02%
+3,578
624
$309K 0.02%
5,590
+493
625
$306K 0.02%
+65
23 24
25
26 27