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
301
$844K 0.06%
5,055
-1
302
$842K 0.06%
21,351
-8,499
303
$836K 0.06%
9,862
+270
304
$829K 0.06%
39,136
-5,318
305
$829K 0.06%
13,209
-132
306
$827K 0.06%
54,975
+19
307
$827K 0.06%
7,051
+285
308
$815K 0.06%
13,135
-3
309
$805K 0.06%
11,734
+500
310
$803K 0.06%
5,788
-274
311
$799K 0.06%
99,890
+6,375
312
$793K 0.06%
17,710
-1,209
313
$792K 0.06%
3,061
+154
314
$791K 0.06%
6,467
-581
315
$783K 0.06%
5,503
-249
316
$766K 0.06%
11,271
+4,023
317
$766K 0.06%
13,078
+377
318
$762K 0.06%
23,123
+2,530
319
$762K 0.06%
19,002
-2,002
320
$761K 0.06%
2,706
+848
321
$760K 0.06%
15,099
-1,327
322
$756K 0.06%
4,335
-456
323
$755K 0.06%
8,126
+40
324
$752K 0.06%
24,032
-10
325
$747K 0.06%
16,182
+1,980
11 12
13
14 15