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
251
$1.02M 0.08%
+25,479
252
$1.02M 0.08%
9,364
-125
253
$1.02M 0.08%
14,039
+276
254
$1.02M 0.08%
9,120
-94
255
$1.01M 0.08%
6,090
-160
256
$998K 0.08%
18,824
-1,124
257
$996K 0.08%
20,081
-3,786
258
$989K 0.08%
70,765
+15,790
259
$978K 0.07%
23,901
-28,263
260
$964K 0.07%
17,350
-14,050
261
$959K 0.07%
18,535
-3,132
262
$958K 0.07%
16,379
+1,056
263
$949K 0.07%
4,425
+107
264
$945K 0.07%
33,553
+9,521
265
$937K 0.07%
7,210
-378
266
$937K 0.07%
+33,609
267
$934K 0.07%
+46,766
268
$933K 0.07%
+46,143
269
$923K 0.07%
+8,625
270
$921K 0.07%
5,472
-3,702
271
$920K 0.07%
11,818
+599
272
$909K 0.07%
8,336
+3,477
273
$906K 0.07%
19,609
+8,136
274
$904K 0.07%
6,666
-140
275
$894K 0.07%
9,029
+987
9 10
11
12 13