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
251
$1.04M 0.08%
44,273
+7,010
252
$1.03M 0.08%
6,191
-103
253
$1.02M 0.08%
25,050
-1,333
254
$1.02M 0.08%
2,680
+156
255
$1.02M 0.08%
16,348
-601
256
$1.01M 0.07%
7,588
-258
257
$1.01M 0.07%
2,943
+144
258
$1.01M 0.07%
7,779
+2,715
259
$1M 0.07%
342,897
+8,530
260
$1M 0.07%
52,395
+812
261
$994K 0.07%
34,326
+9,200
262
$982K 0.07%
37,512
263
$980K 0.07%
4,741
+269
264
$980K 0.07%
20,264
+1,449
265
$976K 0.07%
8,514
-462
266
$968K 0.07%
11,869
-114,412
267
$963K 0.07%
11,257
-236
268
$959K 0.07%
14,901
-171
269
$955K 0.07%
17,951
+2,170
270
$954K 0.07%
18,444
+201
271
$954K 0.07%
5,187
+778
272
$950K 0.07%
35,274
+900
273
$944K 0.07%
13,763
+2,639
274
$939K 0.07%
6,526
+1,824
275
$937K 0.07%
3,689
-513
9 10
11
12 13