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
451
$511K 0.04%
5,444
+821
452
$507K 0.04%
42,240
+1,190
453
$502K 0.04%
11,662
-346
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$502K 0.04%
9,999
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455
$502K 0.04%
75,807
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456
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15,559
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457
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458
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459
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6,722
+1,456
460
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1,190
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461
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462
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10,273
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463
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31,379
+20,310
464
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11,752
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465
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468
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4,195
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3,596
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471
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7,578
+3,455
473
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1,170
+108
474
$468K 0.04%
3,761
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475
$467K 0.04%
7,599
+2,935
17 18
19
20 21