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
651
$285K 0.02%
4,380
+1,151
652
$284K 0.02%
5,421
-760
653
$283K 0.02%
+7,556
654
$281K 0.02%
2,134
-10
655
$277K 0.02%
5,083
+211
656
$276K 0.02%
+686
657
$276K 0.02%
+16,928
658
$275K 0.02%
3,242
+107
659
$274K 0.02%
+23,043
660
$273K 0.02%
1,665
-1
661
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3,091
+134
662
$272K 0.02%
18,829
+2,765
663
$271K 0.02%
+6,607
664
$271K 0.02%
4,557
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665
$271K 0.02%
3,284
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666
$271K 0.02%
5,086
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667
$269K 0.02%
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668
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669
$268K 0.02%
+7,564
670
$267K 0.02%
+8,762
671
$267K 0.02%
2,191
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672
$267K 0.02%
2,134
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673
$266K 0.02%
3,484
+597
674
$265K 0.02%
22,241
-32
675
$265K 0.02%
12,269
+69
25 26
27
28 29