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
26
$8.16M 0.62%
22,728
-378
27
$7.65M 0.58%
72,372
-9,494
28
$7.6M 0.58%
48,162
-2,511
29
$7.3M 0.55%
95,552
+41,521
30
$7.14M 0.54%
94,117
+285
31
$7.08M 0.54%
43,669
+1,190
32
$7.06M 0.54%
93,046
+47,028
33
$7.02M 0.53%
183,177
+55,710
34
$6.92M 0.52%
33,706
+5,531
35
$6.9M 0.52%
50,370
-10,004
36
$6.75M 0.51%
23,464
-297
37
$6.22M 0.47%
34,420
+5,952
38
$5.96M 0.45%
180,607
+24,813
39
$5.91M 0.45%
14,229
-877
40
$5.58M 0.42%
40,685
+3,438
41
$5.55M 0.42%
465,104
+1,222
42
$5.55M 0.42%
51,992
-118,483
43
$5.54M 0.42%
111,002
+93,051
44
$5.53M 0.42%
+64,582
45
$5.2M 0.39%
51,498
-3,659
46
$5.11M 0.39%
108,273
+8,607
47
$4.95M 0.38%
103,093
-41,778
48
$4.92M 0.37%
45,597
-11,406
49
$4.91M 0.37%
415,156
+303,008
50
$4.88M 0.37%
29,403
-812
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