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
426
$560K 0.04%
22,780
+4,244
427
$557K 0.04%
19,531
+2,554
428
$556K 0.04%
26,141
+5,199
429
$553K 0.04%
12,982
+3,703
430
$551K 0.04%
15,555
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431
$550K 0.04%
3,682
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432
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12,568
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433
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7,461
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434
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2,023
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435
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9,713
+2,199
436
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972
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437
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438
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22,399
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439
$532K 0.04%
8,537
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440
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14,281
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12,344
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8,685
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443
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335,287
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444
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88,995
+2,681
445
$521K 0.04%
32,275
+10,425
446
$521K 0.04%
2,788
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447
$521K 0.04%
10,285
+3,855
448
$520K 0.04%
2,468
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449
$513K 0.04%
+10,128
450
$513K 0.04%
16,484
-1,444
16 17
18
19 20