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
826
$38K ﹤0.01%
667
-200
827
$37K ﹤0.01%
50,016
-10,000
828
$28K ﹤0.01%
+2,450
829
– –
-8,565
830
– –
-1,085
831
– –
-2,140
832
– –
-12,208
833
– –
-7,396
834
– –
-5,795
835
– –
-4,874
836
– –
-4,110
837
– –
-9,392
838
– –
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839
– –
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840
– –
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841
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-11,169
842
– –
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843
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-19,504
844
– –
-67,371
845
– –
-20,081
846
– –
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847
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-24,790
848
– –
-11,409
849
– –
-7,959
850
– –
-12,000
32 33
34
35 36