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
476
$411K 0.03%
21,850
477
$411K 0.03%
3,672
-3,379
478
$409K 0.03%
5,670
-56
479
$407K 0.03%
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+3
480
$406K 0.03%
11,548
-21,494
481
$405K 0.03%
3,420
+97
482
$403K 0.03%
26,242
+5,585
483
$401K 0.03%
8,410
-3,278
484
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5,513
485
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486
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8,010
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487
$396K 0.03%
8,321
+1,676
488
$395K 0.03%
6,065
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489
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2,290
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490
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491
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493
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11,840
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494
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495
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3,967
496
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1,977
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497
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10,194
-7,609
498
$384K 0.03%
6,693
+222
499
$383K 0.03%
28,256
+8,937
500
$382K 0.03%
3,970
-1
18 19
20
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