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
276
$937K 0.07%
4,266
-522
277
$937K 0.07%
4,618
+8
278
$931K 0.07%
12,097
-1,946
279
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15,784
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280
$925K 0.07%
21,590
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281
$925K 0.07%
4,318
+256
282
$923K 0.07%
17,861
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283
$920K 0.07%
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284
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285
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5,425
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286
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5,982
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287
$911K 0.07%
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288
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22,885
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289
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15,295
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290
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291
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19,726
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295
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2,221
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296
$868K 0.06%
15,678
-7,419
297
$862K 0.06%
104,694
+10,822
298
$858K 0.06%
14,672
-12,803
299
$853K 0.06%
14,668
+19
300
$853K 0.06%
23,155
-7,533
10 11
12
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