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
101
$3.02M 0.22%
20,509
+37
102
$2.97M 0.21%
75,264
+4,991
103
$2.97M 0.21%
8,339
+46
104
$2.97M 0.21%
41,287
+608
105
$2.95M 0.21%
38,914
-1,032
106
$2.84M 0.2%
225,188
-24,162
107
$2.79M 0.2%
140,521
+91,780
108
$2.79M 0.2%
78,384
-16,897
109
$2.78M 0.2%
14,718
-9
110
$2.77M 0.2%
61,619
+9,000
111
$2.75M 0.2%
45,827
-5,268
112
$2.74M 0.2%
70,784
-1,463
113
$2.74M 0.2%
56,730
+816
114
$2.72M 0.2%
14,563
+2,108
115
$2.72M 0.2%
61,330
-8,387
116
$2.71M 0.19%
31,708
-16
117
$2.7M 0.19%
79,267
+1,756
118
$2.61M 0.19%
36,274
-2,801
119
$2.61M 0.19%
35,311
+3,571
120
$2.59M 0.19%
49,198
-3,810
121
$2.57M 0.18%
+102,522
122
$2.57M 0.18%
52,313
+7,112
123
$2.55M 0.18%
55,815
-6,819
124
$2.54M 0.18%
28,939
-1,576
125
$2.53M 0.18%
47,405
+26,763
3 4
5
6 7