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
201
$1.44M 0.1%
16,703
+6,556
202
$1.42M 0.1%
8,826
+3,596
203
$1.41M 0.1%
2,908
+1,618
204
$1.41M 0.1%
6,293
-408
205
$1.41M 0.1%
18,712
-153
206
$1.4M 0.1%
+33,903
207
$1.4M 0.1%
14,991
-886
208
$1.39M 0.1%
7,290
+716
209
$1.38M 0.1%
10,962
-165
210
$1.37M 0.1%
26,310
+20,282
211
$1.36M 0.1%
+72,498
212
$1.36M 0.1%
26,080
-7,080
213
$1.35M 0.1%
16,619
+8,910
214
$1.35M 0.1%
298,385
+47,587
215
$1.34M 0.1%
10,687
-396
216
$1.33M 0.1%
4,082
-215
217
$1.33M 0.1%
+34,133
218
$1.33M 0.1%
25,347
-6,594
219
$1.31M 0.09%
10,093
-11,452
220
$1.31M 0.09%
35,994
-5,226
221
$1.31M 0.09%
40,683
+939
222
$1.31M 0.09%
6,092
-352
223
$1.29M 0.09%
9,380
-1,311
224
$1.28M 0.09%
9,074
-4,504
225
$1.28M 0.09%
3,973
+549
7 8
9
10 11