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
376
$618K 0.05%
8,552
377
$618K 0.05%
3,677
-48
378
$612K 0.05%
6,594
-267
379
$611K 0.05%
3,536
380
$610K 0.05%
7,358
-4,048
381
$609K 0.04%
2,791
-76
382
$606K 0.04%
4,685
-2,117
383
$597K 0.04%
13,905
+1,594
384
$596K 0.04%
+19,457
385
$595K 0.04%
19,096
+1,779
386
$595K 0.04%
4,859
-130
387
$594K 0.04%
8,539
388
$594K 0.04%
1,788
-15
389
$593K 0.04%
27,743
+243
390
$589K 0.04%
5,600
+4
391
$587K 0.04%
10,011
+3,878
392
$587K 0.04%
3,246
-654
393
$583K 0.04%
7,587
+267
394
$581K 0.04%
19,094
-24,022
395
$579K 0.04%
14,740
-3,635
396
$575K 0.04%
11,140
-106
397
$573K 0.04%
11,939
-2,043
398
$568K 0.04%
2,300
+99
399
$564K 0.04%
55,909
-1,000
400
$563K 0.04%
35,403
+27,403
14 15
16
17 18