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
776
$201K 0.01%
+3,140
777
$201K 0.01%
+1,105
778
$200K 0.01%
369
-2,321
779
$198K 0.01%
+3,460
780
$197K 0.01%
10,144
781
$197K 0.01%
18,488
-865
782
$195K 0.01%
12,025
-9,036
783
$194K 0.01%
12,360
+1,241
784
$192K 0.01%
11,441
+75
785
$181K 0.01%
27,857
+663
786
$179K 0.01%
3,377
+167
787
$174K 0.01%
19,390
788
$169K 0.01%
12,234
789
$163K 0.01%
+332
790
$159K 0.01%
32,475
-482
791
$157K 0.01%
19,043
-14,212
792
$156K 0.01%
18,690
+130
793
$156K 0.01%
14,914
+77
794
$151K 0.01%
17,680
795
$148K 0.01%
10,585
-990
796
$144K 0.01%
15,240
-1,927
797
$140K 0.01%
16
+1
798
$138K 0.01%
446
+28
799
$137K 0.01%
+10,000
800
$127K 0.01%
10,843
+399
30 31
32
33 34