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
726
$226K 0.02%
+984
727
$226K 0.02%
+924
728
$225K 0.02%
948
-29
729
$224K 0.02%
4,968
-968
730
$224K 0.02%
+4,276
731
$223K 0.02%
4,414
+96
732
$223K 0.02%
+4,302
733
$222K 0.02%
+16,560
734
$222K 0.02%
+1,551
735
$222K 0.02%
+2,680
736
$221K 0.02%
+1,763
737
$219K 0.02%
2,382
-5,686
738
$219K 0.02%
+4,660
739
$219K 0.02%
+1,127
740
$218K 0.02%
+3,337
741
$216K 0.02%
26,995
+1,000
742
$216K 0.02%
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743
$215K 0.02%
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744
$215K 0.02%
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745
$215K 0.02%
4,354
-339
746
$215K 0.02%
4,965
+24
747
$214K 0.02%
6,696
+52
748
$214K 0.02%
+15,499
749
$213K 0.02%
8,201
+1,125
750
$213K 0.02%
5,540
-1,147
28 29
30
31 32