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
676
$264K 0.02%
1,274
677
$264K 0.02%
+1,313
678
$264K 0.02%
+2,390
679
$264K 0.02%
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680
$263K 0.02%
733
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681
$263K 0.02%
7,042
682
$262K 0.02%
4,149
-3,875
683
$261K 0.02%
+3,840
684
$259K 0.02%
13,572
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685
$257K 0.02%
+1,496
686
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2,962
-52
687
$256K 0.02%
913
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688
$255K 0.02%
10,780
689
$253K 0.02%
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-47
690
$253K 0.02%
+12,504
691
$250K 0.02%
+1,390
692
$249K 0.02%
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693
$249K 0.02%
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$249K 0.02%
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695
$248K 0.02%
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696
$248K 0.02%
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697
$246K 0.02%
6,844
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698
$245K 0.02%
+2,119
699
$245K 0.02%
+2,009
700
$244K 0.02%
4,586
+383
26 27
28
29 30