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
326
$693K 0.05%
14,488
+335
327
$692K 0.05%
5,533
-255
328
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329
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330
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331
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11,301
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332
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334
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335
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336
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337
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338
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17,992
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339
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36,906
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340
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341
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4,251
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343
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344
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346
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13,505
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347
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20,224
+1,128
348
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26,245
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349
$636K 0.05%
21,437
-1,686
350
$636K 0.05%
24,648
+1,726
12 13
14
15 16