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
301
$917K 0.07%
21,548
+3,160
302
$916K 0.07%
28,919
-1,649
303
$915K 0.07%
4,495
+1,795
304
$913K 0.07%
16,031
-1,449
305
$910K 0.07%
5,140
+1,487
306
$909K 0.07%
36,935
+9,178
307
$908K 0.07%
11,349
+1,001
308
$908K 0.07%
+12,513
309
$896K 0.07%
+23,247
310
$886K 0.07%
34,470
+2,375
311
$875K 0.07%
20,100
+614
312
$863K 0.07%
6,632
+208
313
$847K 0.06%
13,446
+2,716
314
$846K 0.06%
12,378
+4,231
315
$845K 0.06%
9,223
+5,739
316
$844K 0.06%
2,482
+1,004
317
$834K 0.06%
19,152
+5,287
318
$828K 0.06%
67,410
+2,470
319
$824K 0.06%
16,916
+4,343
320
$822K 0.06%
56,854
+1,530
321
$821K 0.06%
9,874
+4,454
322
$818K 0.06%
9,992
+2,810
323
$815K 0.06%
3,796
+1,424
324
$814K 0.06%
12,120
-284,155
325
$812K 0.06%
24,540
+363
11 12
13
14 15