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
$1.36B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
881
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$14.6M
3
+$14.4M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$14.4M
5
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$14.1M

Top Sells

1
+$11M
2
+$9.8M
3
+$9.53M
4
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$9.46M
5
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$9.33M

Sector Composition

1 Technology 10.69%
2 Consumer Discretionary 4.97%
3 Financials 3.72%
4 Healthcare 3.46%
5 Communication Services 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.17M 0.09%
2,846
-82
227
$1.17M 0.09%
11,715
+4,028
228
$1.17M 0.09%
21,667
+2,814
229
$1.16M 0.09%
23,104
-280
230
$1.15M 0.08%
6,975
-406
231
$1.14M 0.08%
15,323
232
$1.14M 0.08%
31,150
+26,145
233
$1.13M 0.08%
7,322
-354
234
$1.12M 0.08%
19,948
-75
235
$1.11M 0.08%
15,455
+5,712
236
$1.1M 0.08%
2,888
-27
237
$1.1M 0.08%
6,806
-345
238
$1.1M 0.08%
9,814
-1,042
239
$1.09M 0.08%
10,406
+532
240
$1.09M 0.08%
4,318
-288
241
$1.09M 0.08%
9,692
+1,444
242
$1.09M 0.08%
9,214
-153
243
$1.08M 0.08%
14,131
+158
244
$1.06M 0.08%
+57,385
245
$1.06M 0.08%
61,647
+27,944
246
$1.05M 0.08%
6,329
-660
247
$1.04M 0.08%
14,752
-28
248
$1.04M 0.08%
11,219
+914
249
$1.04M 0.08%
15,449
+7
250
$1.04M 0.08%
6,592
-152
8 9
10
11 12