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
126
$2.52M 0.18%
57,566
+6,201
127
$2.52M 0.18%
82,056
+48,006
128
$2.49M 0.18%
17,608
-1,020
129
$2.46M 0.18%
98,490
-13,464
130
$2.42M 0.17%
6,541
+1,376
131
$2.41M 0.17%
151,944
132
$2.41M 0.17%
6,842
+745
133
$2.39M 0.17%
9,830
+1,551
134
$2.39M 0.17%
88,195
+2,005
135
$2.37M 0.17%
32,885
136
$2.36M 0.17%
62,017
+1,961
137
$2.34M 0.17%
31,914
+259
138
$2.34M 0.17%
22,320
-103
139
$2.34M 0.17%
15,789
+2,365
140
$2.33M 0.17%
+25,726
141
$2.31M 0.17%
38,941
+36,909
142
$2.29M 0.16%
6,150
+857
143
$2.28M 0.16%
37,956
-420
144
$2.28M 0.16%
41,749
-420
145
$2.27M 0.16%
97,579
+71,735
146
$2.24M 0.16%
147,978
+400
147
$2.23M 0.16%
30,036
+629
148
$2.22M 0.16%
11,229
+5,564
149
$2.19M 0.16%
67,425
+3,958
150
$2.18M 0.16%
18,818
+3,535
4 5
6
7 8