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
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
912
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$12.7M
3
+$6.99M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.76M
5
AAPL icon
Apple
AAPL
+$5.45M

Top Sells

1
+$19.1M
2
+$19M
3
+$18.2M
4
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$3.67M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$3.37M

Sector Composition

1 Technology 9.49%
2 Consumer Discretionary 4.7%
3 Financials 4.23%
4 Healthcare 4.11%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.32M 0.1%
41,981
+15,241
227
$1.32M 0.1%
3,943
+605
228
$1.31M 0.1%
58,791
+24,465
229
$1.3M 0.1%
19,133
+4,868
230
$1.29M 0.1%
14,993
+4,944
231
$1.27M 0.1%
19,080
+4,559
232
$1.27M 0.1%
16,764
+3,865
233
$1.26M 0.1%
88,195
-315
234
$1.25M 0.1%
16,857
-7,584
235
$1.24M 0.09%
74,986
-3,645
236
$1.23M 0.09%
9,548
+1,519
237
$1.23M 0.09%
18,247
+10,317
238
$1.22M 0.09%
35,392
-404
239
$1.22M 0.09%
3
+2
240
$1.22M 0.09%
46,014
+2,275
241
$1.21M 0.09%
14,787
+5,480
242
$1.21M 0.09%
19,054
+7,981
243
$1.2M 0.09%
17,502
+306
244
$1.2M 0.09%
19,866
+6,372
245
$1.19M 0.09%
23,301
+228
246
$1.19M 0.09%
9,442
+213
247
$1.19M 0.09%
24,174
+6,585
248
$1.19M 0.09%
4,140
+634
249
$1.19M 0.09%
25,072
-611
250
$1.17M 0.09%
63,459
+2,365
8 9
10
11 12