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
176
$1.65M 0.12%
44,680
+4,646
177
$1.65M 0.12%
20,872
-147,805
178
$1.63M 0.12%
14,920
+398
179
$1.6M 0.12%
7,491
+812
180
$1.6M 0.11%
51,232
-2,506
181
$1.6M 0.11%
18,142
+8,044
182
$1.58M 0.11%
24,246
-6,650
183
$1.58M 0.11%
31,516
+21,415
184
$1.57M 0.11%
145,670
+11,040
185
$1.57M 0.11%
5,716
+216
186
$1.56M 0.11%
20,221
+9,369
187
$1.54M 0.11%
20,425
-572
188
$1.54M 0.11%
60,751
+4,582
189
$1.53M 0.11%
29,852
-861
190
$1.52M 0.11%
28,135
+1,705
191
$1.52M 0.11%
+65,186
192
$1.52M 0.11%
14,008
-1,545
193
$1.51M 0.11%
11,207
-276
194
$1.5M 0.11%
32,242
+885
195
$1.5M 0.11%
25,180
+2,910
196
$1.48M 0.11%
29,979
-10,638
197
$1.47M 0.11%
23,284
+999
198
$1.47M 0.11%
3,916
+998
199
$1.46M 0.1%
16,440
-231
200
$1.45M 0.1%
8,987
+525
6 7
8
9 10