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
51
$5.34M 0.38%
35,079
-974
52
$5.32M 0.38%
91,470
+40,486
53
$5.29M 0.38%
24,960
-1,639
54
$5.15M 0.37%
32,198
-9,029
55
$4.96M 0.36%
16,245
+1,257
56
$4.84M 0.35%
103,788
-57,403
57
$4.83M 0.35%
31,875
-421
58
$4.78M 0.34%
55,439
+1,068
59
$4.76M 0.34%
9,739
+277
60
$4.74M 0.34%
28,846
+2,044
61
$4.74M 0.34%
37,755
+9,344
62
$4.73M 0.34%
206,872
+12,429
63
$4.6M 0.33%
235,489
+200,620
64
$4.46M 0.32%
76,687
+2,612
65
$4.37M 0.31%
30,285
-7,999
66
$4.36M 0.31%
15,795
-144
67
$4.32M 0.31%
25,708
+1,325
68
$4.32M 0.31%
19,268
+4,196
69
$4.3M 0.31%
19,834
-1,218
70
$4.28M 0.31%
35,674
+12,894
71
$4.24M 0.31%
18,705
+1,178
72
$4.09M 0.29%
137,946
+38,368
73
$4.06M 0.29%
55,577
-2,429
74
$4.02M 0.29%
62,452
-1,317
75
$3.96M 0.29%
34,882
-660
1 2
3
4 5