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
376
$667K 0.05%
13,797
+8,837
377
$661K 0.05%
8,163
-2
378
$658K 0.05%
2,558
+1,762
379
$658K 0.05%
8,325
+3,257
380
$656K 0.05%
10,045
+2,668
381
$653K 0.05%
6,422
+1,083
382
$647K 0.05%
6,047
+726
383
$645K 0.05%
10,764
+4,302
384
$644K 0.05%
+2,225
385
$642K 0.05%
11,703
+2,031
386
$642K 0.05%
12,779
+1,014
387
$640K 0.05%
20,761
+4,854
388
$635K 0.05%
30,255
+13,262
389
$633K 0.05%
4,748
+1,292
390
$631K 0.05%
12,775
+1,018
391
$628K 0.05%
+4,760
392
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8,537
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393
$619K 0.05%
20,915
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394
$618K 0.05%
1,707
-70
395
$618K 0.05%
22,032
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396
$615K 0.05%
32,251
+3,419
397
$613K 0.05%
25,062
+13,017
398
$612K 0.05%
13,255
+8,050
399
$611K 0.05%
+22,525
400
$607K 0.05%
16,941
+7,327
14 15
16
17 18