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
476
$441K 0.03%
6,459
+213
477
$439K 0.03%
4,055
-120
478
$438K 0.03%
+4,553
479
$437K 0.03%
5,401
-2,383
480
$437K 0.03%
4,447
+58
481
$434K 0.03%
6,506
-192
482
$433K 0.03%
4,996
+55
483
$429K 0.03%
+3,993
484
$426K 0.03%
11,963
+1,370
485
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10,353
+4,854
486
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17,803
-3,689
487
$421K 0.03%
15,839
488
$420K 0.03%
6,956
-337
489
$420K 0.03%
3,967
490
$418K 0.03%
10,652
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491
$416K 0.03%
18,194
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493
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11,396
+4,980
494
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6,345
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495
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15,141
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496
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3,709
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497
$403K 0.03%
8,057
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498
$403K 0.03%
+4,876
499
$402K 0.03%
10,676
-642
500
$401K 0.03%
+28,800
18 19
20
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