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
$3.64B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,211
New
Increased
Reduced
Closed

Sector Composition

1 Technology 11.17%
2 Consumer Discretionary 4.29%
3 Financials 3.92%
4 Industrials 2.86%
5 Communication Services 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EQX icon
1126
Equinox Gold
EQX
$10B
$65.7K ﹤0.01%
11,425
GASS icon
1127
StealthGas
GASS
$251M
$64.1K ﹤0.01%
10,000
NOK icon
1128
Nokia
NOK
$37.3B
$61.9K ﹤0.01%
11,953
-154
BRSP
1129
BrightSpire Capital
BRSP
$703M
$61.9K ﹤0.01%
12,258
+145
HIVE
1130
HIVE Digital Technologies
HIVE
$787M
$57.8K ﹤0.01%
32,121
REKR icon
1131
Rekor Systems
REKR
$270M
$57.2K ﹤0.01%
49,345
-1,000
ASG
1132
Liberty All-Star Growth Fund
ASG
$325M
$55.2K ﹤0.01%
+10,085
SVM
1133
Silvercorp Metals
SVM
$1.49B
$53.6K ﹤0.01%
12,700
GERN icon
1134
Geron
GERN
$715M
$47.6K ﹤0.01%
33,750
CNDT icon
1135
Conduent
CNDT
$313M
$34K ﹤0.01%
+12,895
EGHT icon
1136
8x8 Inc
EGHT
$270M
$33.3K ﹤0.01%
17,000
LAC
1137
Lithium Americas
LAC
$1.35B
$28.4K ﹤0.01%
+10,583
INTZ
1138
Intrusion
INTZ
$28.7M
$23.5K ﹤0.01%
10,249
PLUG icon
1139
Plug Power
PLUG
$3.13B
$18.9K ﹤0.01%
12,697
+2,295
GEVO icon
1140
Gevo
GEVO
$477M
$15.3K ﹤0.01%
11,612
ASTLW icon
1141
Algoma Steel Group Warrant
ASTLW
$3.56M
$12.2K ﹤0.01%
24,000
IPW icon
1142
iPower
IPW
$9.87M
$9.7K ﹤0.01%
500
BURU icon
1143
Nuburu Inc
BURU
$32.9M
$7.03K ﹤0.01%
+20,100
SGMO icon
1144
Sangamo Therapeutics
SGMO
$150M
$6.5K ﹤0.01%
12,000
TLRY icon
1145
Tilray
TLRY
$1.21B
$5.78K ﹤0.01%
13,948
+1,100
IMH
1146
DELISTED
Impac Mortgage Holdings Inc.
IMH
$3.29K ﹤0.01%
78,586
+41,992
AON icon
1147
Aon
AON
$75.3B
-575
APP icon
1148
Applovin
APP
$188B
-1,414
BBAI icon
1149
BigBear.ai
BBAI
$2.65B
-11,110
BBY icon
1150
Best Buy
BBY
$15.9B
-4,379