IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
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
+$25M
2
+$22.8M
3
+$21.3M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$20.6M
5
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$5.4M

Top Sells

1
+$15.8M
2
+$14.6M
3
+$14.4M
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$14.2M
5
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$12.5M

Sector Composition

1 Technology 10.52%
2 Consumer Discretionary 4.33%
3 Financials 4.11%
4 Healthcare 3.38%
5 Communication Services 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$894K 0.07%
3,041
+361
277
$893K 0.07%
6,772
+180
278
$890K 0.07%
7,561
-218
279
$877K 0.07%
12,419
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280
$873K 0.07%
10,469
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281
$870K 0.07%
3,657
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282
$870K 0.07%
20,374
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283
$865K 0.07%
34,194
+1,614
284
$863K 0.07%
5,346
-79
285
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39,391
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286
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10,520
+658
287
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3,618
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288
$836K 0.06%
11,062
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289
$834K 0.06%
43,025
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290
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22,260
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291
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292
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10,731
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293
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18,012
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294
$828K 0.06%
2,267
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295
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37,512
296
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+13,461
297
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17,912
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298
$819K 0.06%
17,484
+2,385
299
$807K 0.06%
7,270
+1,078
300
$805K 0.06%
12,863
+1,592
10 11
12
13 14