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
626
$306K 0.02%
11,193
+297
627
$305K 0.02%
4,082
-27
628
$305K 0.02%
2,698
-1,096
629
$304K 0.02%
2,160
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630
$304K 0.02%
+638
631
$304K 0.02%
+7,011
632
$303K 0.02%
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+20
633
$301K 0.02%
10,306
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634
$301K 0.02%
4,534
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635
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636
$295K 0.02%
7,100
637
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638
$295K 0.02%
3,044
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639
$294K 0.02%
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640
$294K 0.02%
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643
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610
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645
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4,018
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646
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647
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3,529
+234
648
$288K 0.02%
3,657
-253
649
$287K 0.02%
11,086
+214
650
$286K 0.02%
906
-83
24 25
26
27 28