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
751
$212K 0.02%
988
-71
752
$212K 0.02%
+3,350
753
$212K 0.02%
+8,450
754
$211K 0.02%
6,079
-600
755
$210K 0.02%
+6,667
756
$210K 0.02%
20,783
+3,556
757
$210K 0.02%
+6,083
758
$210K 0.02%
+3,420
759
$209K 0.02%
+1,325
760
$209K 0.02%
35,094
-695
761
$209K 0.02%
3,374
-988
762
$209K 0.02%
+3,081
763
$209K 0.02%
+6,261
764
$208K 0.02%
+841
765
$208K 0.02%
9,136
-1,757
766
$207K 0.01%
+5,765
767
$207K 0.01%
+1,603
768
$206K 0.01%
+2,025
769
$206K 0.01%
+7,810
770
$206K 0.01%
1,402
-504
771
$205K 0.01%
12,650
+1,600
772
$204K 0.01%
1,963
-160
773
$204K 0.01%
+2,322
774
$204K 0.01%
+7,486
775
$203K 0.01%
+5,290
29 30
31
32 33