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
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
-3,365
280
$873K 0.07%
10,469
-788
281
$870K 0.07%
3,657
-163
282
$870K 0.07%
20,374
+648
283
$865K 0.07%
34,194
+1,614
284
$863K 0.07%
5,346
-79
285
$848K 0.06%
39,391
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286
$837K 0.06%
3,618
+557
287
$837K 0.06%
10,520
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288
$836K 0.06%
11,062
+2,791
289
$834K 0.06%
43,025
+2,500
290
$834K 0.06%
22,260
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291
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5,602
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292
$829K 0.06%
10,731
-65
293
$829K 0.06%
18,012
+2,334
294
$828K 0.06%
2,267
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295
$826K 0.06%
37,512
296
$824K 0.06%
+13,461
297
$820K 0.06%
17,912
-3,678
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