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
76
$3.94M 0.28%
17,241
-1,018
77
$3.94M 0.28%
86,928
+15,981
78
$3.91M 0.28%
67,695
+9,890
79
$3.89M 0.28%
16,006
-61
80
$3.89M 0.28%
74,298
+36,984
81
$3.76M 0.27%
121,775
+42,300
82
$3.73M 0.27%
39,264
-1,730
83
$3.69M 0.27%
30,319
+1,130
84
$3.68M 0.26%
53,162
-3,826
85
$3.64M 0.26%
79,513
-3,994
86
$3.6M 0.26%
99,291
+3,089
87
$3.55M 0.26%
26,212
+1,755
88
$3.53M 0.25%
55,501
+35,990
89
$3.48M 0.25%
50,887
-1,492
90
$3.34M 0.24%
147,184
-8,025
91
$3.27M 0.24%
33,246
+2,635
92
$3.27M 0.24%
38,684
-280
93
$3.23M 0.23%
8,995
-711
94
$3.22M 0.23%
19,454
+616
95
$3.21M 0.23%
50,081
-494
96
$3.16M 0.23%
77,715
+50,805
97
$3.16M 0.23%
89,546
-16,895
98
$3.15M 0.23%
48,053
-1,417
99
$3.06M 0.22%
+34,141
100
$3.04M 0.22%
35,909
-2,356
2 3
4
5 6