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
701
$242K 0.02%
4,094
-4
702
$241K 0.02%
7,155
-9,162
703
$239K 0.02%
3,550
-304
704
$239K 0.02%
+3,113
705
$238K 0.02%
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706
$238K 0.02%
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707
$238K 0.02%
19,840
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708
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709
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710
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711
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1,957
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712
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715
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713
$234K 0.02%
2,670
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714
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715
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+6,290
716
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717
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720
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721
$229K 0.02%
12,184
-236
722
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+5,234
723
$228K 0.02%
1,257
+1,192
724
$227K 0.02%
+1,919
725
$227K 0.02%
6,697
-971
27 28
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30 31