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
326
$808K 0.06%
18,977
-541
327
$805K 0.06%
34,785
+2,557
328
$802K 0.06%
11,604
+2,790
329
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20,349
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3,426
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334
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335
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12,901
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40,992
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337
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339
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2,809
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340
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41,640
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343
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345
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31,171
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346
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347
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17,496
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348
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9,129
-1,040
349
$751K 0.06%
3,320
+600
350
$750K 0.06%
41,848
+13,523
12 13
14
15 16