IWM

IHT Wealth Management Portfolio holdings

AUM $3.64B
1-Year Est. Return 15.77%
This Quarter Est. Return
1 Year Est. Return
+15.77%
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
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
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
1
$47.2M 3.39%
386,335
+26,645
2
$36.9M 2.65%
93,026
-29,201
3
$36.3M 2.61%
335,653
+37,063
4
$32.5M 2.34%
81,773
-1,749
5
$31.7M 2.28%
99,400
+10,342
6
$27.3M 1.96%
227,959
+1,570
7
$23.3M 1.68%
150,660
+8,840
8
$20.3M 1.46%
359,774
-165,853
9
$18M 1.3%
76,538
+5,003
10
$17.6M 1.26%
463,374
-16,925
11
$14.7M 1.06%
414,935
+87,490
12
$14.6M 1.05%
128,165
+20,873
13
$13.6M 0.98%
207,584
+194,911
14
$13.5M 0.97%
164,553
+159,583
15
$13.5M 0.97%
190,334
+69,691
16
$13.5M 0.97%
143,386
+130,448
17
$12.5M 0.9%
106,161
+15,355
18
$12.4M 0.89%
144,665
+140,380
19
$12M 0.86%
58,175
+15,228
20
$11.9M 0.85%
129,577
+38,517
21
$11.8M 0.85%
157,229
-160
22
$11.3M 0.81%
163,222
-23,811
23
$10.6M 0.76%
715,193
+10,350
24
$10.3M 0.74%
927,601
+465,218
25
$9.95M 0.72%
74,930
+6,374
1
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