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
$1.32B
AUM Growth
-$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$22.9M
3
+$21.5M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$20.9M
5
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$5.53M

Top Sells

1
+$16.1M
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
+$12.6M

Sector Composition

1 Technology 10.52%
2 Consumer Discretionary 4.33%
3 Financials 4.1%
4 Healthcare 3.38%
5 Communication Services 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.21M 0.09%
10,434
-869
227
$1.19M 0.09%
14,464
+333
228
$1.19M 0.09%
4,518
-17
229
$1.18M 0.09%
14,268
-1,187
230
$1.17M 0.09%
13,229
+15
231
$1.17M 0.09%
10,401
+709
232
$1.16M 0.09%
3,783
-419
233
$1.15M 0.09%
4,605
-16
234
$1.15M 0.09%
11,465
-250
235
$1.15M 0.09%
+34,750
236
$1.13M 0.09%
+24,073
237
$1.12M 0.08%
38,605
+7,455
238
$1.1M 0.08%
12,122
-702
239
$1.1M 0.08%
98,490
+4,791
240
$1.1M 0.08%
47,078
+2,805
241
$1.09M 0.08%
30,435
+23,810
242
$1.08M 0.08%
4,852
+111
243
$1.07M 0.08%
11,872
+2,058
244
$1.06M 0.08%
+74,770
245
$1.06M 0.08%
53,963
+1,568
246
$1.04M 0.08%
19,791
-3,912
247
$1.04M 0.08%
28,142
+5,257
248
$1.04M 0.08%
62,860
+5,475
249
$1.03M 0.08%
11,403
+2,119
250
$1.03M 0.08%
4,108
+47
8 9
10
11 12