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
401
$606K 0.05%
+15,337
402
$603K 0.05%
36,221
+6,743
403
$600K 0.05%
2,747
+423
404
$598K 0.05%
9,453
+3,823
405
$589K 0.04%
15,287
+352
406
$589K 0.04%
270,325
+10,546
407
$586K 0.04%
5,011
+2,044
408
$586K 0.04%
6,827
+1,741
409
$585K 0.04%
13,841
+314
410
$583K 0.04%
35,463
411
$582K 0.04%
15,660
+5,630
412
$580K 0.04%
+3,495
413
$579K 0.04%
17,900
+1,738
414
$577K 0.04%
+6,016
415
$576K 0.04%
15,389
+295
416
$576K 0.04%
6,236
+3,910
417
$573K 0.04%
5,499
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418
$571K 0.04%
6,967
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419
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9,259
+1,967
420
$571K 0.04%
11,349
+3,695
421
$568K 0.04%
+9,528
422
$564K 0.04%
2,731
+1,626
423
$564K 0.04%
3,799
+2,013
424
$562K 0.04%
6,869
+1,821
425
$560K 0.04%
11,156
+173
15 16
17
18 19