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
-$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$22.9M
3
+$21.5M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$20.9M
5
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$5.53M

Top Sells

1
+$16.1M
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
+$12.6M

Sector Composition

1 Technology 10.52%
2 Consumer Discretionary 4.33%
3 Financials 4.1%
4 Healthcare 3.38%
5 Communication Services 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$473K 0.04%
6,551
+93
427
$471K 0.04%
5,071
+25
428
$468K 0.04%
7,011
+1,668
429
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2,025
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430
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431
$464K 0.04%
7,385
432
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6,033
-1,325
433
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434
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7,964
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435
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436
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437
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4,357
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51,650
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439
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9,685
-3,345
440
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5,190
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443
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5,653
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445
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446
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5,296
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447
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24,495
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448
$434K 0.03%
4,490
-63
449
$433K 0.03%
7,284
+266
450
$431K 0.03%
7,596
-820
16 17
18
19 20