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
351
$747K 0.06%
7,516
+2,734
352
$746K 0.06%
6,783
-68
353
$741K 0.06%
9,452
+2,819
354
$738K 0.06%
3,947
+1,626
355
$736K 0.06%
28,685
+6,610
356
$736K 0.06%
30,273
+571
357
$727K 0.06%
51,501
+12,801
358
$726K 0.06%
+30,366
359
$717K 0.05%
+15,565
360
$706K 0.05%
1,502
+125
361
$704K 0.05%
26,356
+2,020
362
$698K 0.05%
17,990
+67
363
$694K 0.05%
17,987
+5,111
364
$693K 0.05%
17,225
+7,663
365
$690K 0.05%
4,648
+989
366
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1,827
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367
$690K 0.05%
17,410
368
$689K 0.05%
8,533
+1,509
369
$688K 0.05%
5,362
+1,033
370
$688K 0.05%
+25,969
371
$680K 0.05%
20,028
+1,090
372
$679K 0.05%
+14,054
373
$678K 0.05%
23,133
+5,625
374
$675K 0.05%
4,554
+2,376
375
$672K 0.05%
7,831
+4,845
13 14
15
16 17