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
26
$7.97M 0.61%
275,437
+109,357
27
$7.63M 0.58%
213,181
+2,864
28
$7.6M 0.58%
87,191
+41,415
29
$7.54M 0.57%
78,427
+12,167
30
$7.49M 0.57%
22,815
+8,462
31
$7.3M 0.56%
601,760
+121,750
32
$7.24M 0.55%
108,490
+23,128
33
$6.77M 0.51%
50,439
+7,293
34
$6.68M 0.51%
40,867
+14,863
35
$6.59M 0.5%
51,766
-1,667
36
$6.36M 0.48%
50,363
+18,599
37
$6.11M 0.46%
39,500
+3,467
38
$6.06M 0.46%
273,648
+196,707
39
$5.75M 0.44%
87,756
+36,284
40
$5.74M 0.44%
91,644
-2,160
41
$5.68M 0.43%
131,379
+31,047
42
$5.64M 0.43%
112,093
+80,864
43
$5.62M 0.43%
64,350
+30,007
44
$5.61M 0.43%
70,016
+1,589
45
$5.61M 0.43%
26,217
+4,237
46
$5.48M 0.42%
16,946
+3,778
47
$5.26M 0.4%
50,353
+7,795
48
$5.26M 0.4%
144,698
+42,883
49
$5.17M 0.39%
22,423
+6,761
50
$5.12M 0.39%
493,947
+42,093
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