IWM

IHT Wealth Management Portfolio holdings

AUM $3.64B
1-Year Est. Return 15.77%
This Quarter Est. Return
1 Year Est. Return
+15.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.36B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
881
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
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
+$14.1M

Top Sells

1
+$11M
2
+$9.8M
3
+$9.53M
4
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$9.46M
5
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$9.33M

Sector Composition

1 Technology 10.69%
2 Consumer Discretionary 4.97%
3 Financials 3.72%
4 Healthcare 3.46%
5 Communication Services 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.51M 0.63%
60,374
+1,846
27
$8.4M 0.62%
195,135
+2,866
28
$8.25M 0.61%
50,673
+1,531
29
$8.14M 0.6%
23,106
+1,125
30
$7.63M 0.56%
23,761
-1,846
31
$7.4M 0.55%
144,871
+19,304
32
$7.16M 0.53%
93,832
-798
33
$6.88M 0.51%
104,537
-5,252
34
$6.82M 0.5%
22,798
-2,161
35
$6.59M 0.49%
15,106
-1,341
36
$6.53M 0.48%
57,003
+1,277
37
$6.27M 0.46%
28,175
+6,804
38
$6.16M 0.45%
118,888
-212,581
39
$5.9M 0.44%
55,157
-2,947
40
$5.77M 0.43%
37,247
+799
41
$5.75M 0.42%
42,479
+511
42
$5.56M 0.41%
27,183
+1,056
43
$5.53M 0.41%
41,889
+6,237
44
$5.45M 0.4%
34,431
+1,386
45
$5.42M 0.4%
75,484
+969
46
$5.4M 0.4%
16,055
+199
47
$5.16M 0.38%
12,424
+124
48
$5.1M 0.38%
463,882
-11,637
49
$5.08M 0.37%
28,980
+1,513
50
$5.07M 0.37%
30,215
-170
1
2
3 4 5