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
151
$2.16M 0.16%
37,140
+1,272
152
$2.12M 0.15%
54,173
-906
153
$2.07M 0.15%
32,371
+2,934
154
$2.02M 0.15%
107,979
+2,395
155
$2.02M 0.14%
15,331
-1,024
156
$1.98M 0.14%
14,960
-3,637
157
$1.96M 0.14%
37,948
+1,126
158
$1.96M 0.14%
35,090
-2,230
159
$1.92M 0.14%
+160,222
160
$1.87M 0.13%
8,818
+2,439
161
$1.83M 0.13%
39,564
+512
162
$1.82M 0.13%
31,551
-1,046
163
$1.82M 0.13%
34,376
+15,836
164
$1.77M 0.13%
6,596
+1,384
165
$1.77M 0.13%
38,170
+2,250
166
$1.76M 0.13%
7,070
+89
167
$1.75M 0.13%
+65,433
168
$1.75M 0.13%
7,916
+1,708
169
$1.75M 0.13%
31,710
-1,086
170
$1.74M 0.13%
23,681
-928
171
$1.74M 0.12%
22,940
+1,240
172
$1.73M 0.12%
116,974
173
$1.72M 0.12%
45,154
+1,698
174
$1.71M 0.12%
3,754
+234
175
$1.65M 0.12%
62,839
-2,553
5 6
7
8 9