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
276
$1.01M 0.08%
13,978
+1,291
277
$1M 0.08%
27,481
+13,781
278
$1M 0.08%
41,582
+15,309
279
$996K 0.08%
111,510
-22,809
280
$990K 0.08%
60,615
+7,482
281
$983K 0.07%
41,750
+18,140
282
$981K 0.07%
+43,302
283
$979K 0.07%
11,685
+4,412
284
$975K 0.07%
71,844
-115,273
285
$973K 0.07%
6,840
+3,493
286
$973K 0.07%
21,828
-2,672
287
$969K 0.07%
38,213
-1,699
288
$957K 0.07%
28,324
+2,781
289
$954K 0.07%
16,195
-1,760
290
$949K 0.07%
13,938
+1,527
291
$948K 0.07%
60,875
+9,000
292
$941K 0.07%
3,391
+553
293
$936K 0.07%
4,522
+2
294
$933K 0.07%
9,113
+2,083
295
$933K 0.07%
6,479
+2,632
296
$932K 0.07%
38,670
+20,967
297
$929K 0.07%
8,665
+2,328
298
$929K 0.07%
5,445
-1
299
$927K 0.07%
6,094
+2,589
300
$924K 0.07%
10,081
+425
10 11
12
13 14