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
501
$378K 0.03%
13,162
+1,015
502
$376K 0.03%
11,474
-1,000
503
$373K 0.03%
2,956
+912
504
$371K 0.03%
11,566
+1,006
505
$370K 0.03%
32,707
506
$369K 0.03%
6,912
-44
507
$366K 0.03%
2,990
+2,043
508
$366K 0.03%
1,400
+10
509
$365K 0.03%
6,286
-59
510
$364K 0.03%
8,407
+350
511
$359K 0.03%
12,224
-2,573
512
$357K 0.03%
3,634
-1,065
513
$357K 0.03%
4,153
-2,441
514
$356K 0.03%
5,256
-84
515
$356K 0.03%
7,472
+184
516
$356K 0.03%
6,636
-1,365
517
$355K 0.03%
8,106
-1,905
518
$355K 0.03%
20,336
-1,196
519
$354K 0.03%
2,714
+128
520
$353K 0.03%
1,474
+46
521
$352K 0.03%
9,070
-7,000
522
$348K 0.03%
21,875
+11,554
523
$347K 0.03%
5,451
-9,998
524
$344K 0.03%
4,112
525
$344K 0.03%
1,772
-1,574
19 20
21
22 23