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
801
$125K 0.01%
15,303
+4,046
802
$122K 0.01%
30,814
-175,085
803
$114K 0.01%
13,348
+72
804
$104K 0.01%
10,115
805
$100K 0.01%
+11,365
806
$89K 0.01%
10,370
-3,548
807
$89K 0.01%
11,590
-1,269
808
$83K 0.01%
13,200
-10,025
809
$82K 0.01%
+16,315
810
$82K 0.01%
11,260
811
$79K 0.01%
2,688
+6
812
$78K 0.01%
10,851
+23
813
$74K 0.01%
17,147
+9
814
$74K 0.01%
147
+10
815
$68K ﹤0.01%
18,000
-1,000
816
$64K ﹤0.01%
1,495
+100
817
$64K ﹤0.01%
+27,500
818
$62K ﹤0.01%
+79,000
819
$56K ﹤0.01%
13,889
+69
820
$55K ﹤0.01%
22
+1
821
$51K ﹤0.01%
2,583
822
$50K ﹤0.01%
15,000
+5,000
823
$50K ﹤0.01%
+900
824
$49K ﹤0.01%
30,850
825
– –
0
31 32
33
34 35