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
476
$464K 0.04%
30,883
+3,815
477
$463K 0.04%
5,554
+942
478
$460K 0.04%
2,549
+531
479
$456K 0.03%
9,057
+127
480
$456K 0.03%
6,652
+2,493
481
$454K 0.03%
8,859
+818
482
$453K 0.03%
6,054
-45
483
$453K 0.03%
11,269
+4,479
484
$450K 0.03%
7,575
+3,834
485
$449K 0.03%
10,244
+5,299
486
$448K 0.03%
650
+267
487
$447K 0.03%
11,845
+35
488
$447K 0.03%
20,548
+4,872
489
$446K 0.03%
4,355
+1,778
490
$443K 0.03%
6,868
+2,193
491
$443K 0.03%
+11,630
492
$439K 0.03%
+7,813
493
$436K 0.03%
34,032
+3,565
494
$435K 0.03%
+15,916
495
$435K 0.03%
15,090
+6,043
496
$435K 0.03%
10,834
+14
497
$434K 0.03%
14,735
-2,603
498
$433K 0.03%
11,234
+3,095
499
$430K 0.03%
+1,791
500
$426K 0.03%
2,950
+869
18 19
20
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