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
251
$1.17M 0.09%
15,502
+464
252
$1.16M 0.09%
13,969
+4,908
253
$1.16M 0.09%
20,016
+6,808
254
$1.13M 0.09%
24,027
+12,909
255
$1.12M 0.09%
21,329
-5,416
256
$1.11M 0.08%
13,847
+1,118
257
$1.11M 0.08%
34,529
+2,679
258
$1.11M 0.08%
14,498
+9
259
$1.11M 0.08%
41,583
+4,994
260
$1.1M 0.08%
10,867
+5,360
261
$1.1M 0.08%
26,306
-3,298
262
$1.09M 0.08%
6,688
+343
263
$1.09M 0.08%
34,268
+669
264
$1.09M 0.08%
40,505
+2,869
265
$1.08M 0.08%
29,530
+2,120
266
$1.08M 0.08%
12,904
+6,219
267
$1.07M 0.08%
5,413
+1,040
268
$1.06M 0.08%
3,860
+906
269
$1.05M 0.08%
37,874
+10,478
270
$1.04M 0.08%
35,200
+64
271
$1.04M 0.08%
+12,630
272
$1.02M 0.08%
41,010
-765
273
$1.02M 0.08%
+17,799
274
$1.02M 0.08%
18,196
-23,192
275
$1.02M 0.08%
4,323
+627
9 10
11
12 13