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
501
$425K 0.03%
4,916
+2,164
502
$425K 0.03%
5,551
+1,028
503
$424K 0.03%
10,038
+309
504
$424K 0.03%
52,309
-3,600
505
$423K 0.03%
11,289
+2,725
506
$422K 0.03%
+12,826
507
$422K 0.03%
12,582
+73
508
$421K 0.03%
1,087
+533
509
$417K 0.03%
8,686
+235
510
$416K 0.03%
10,785
+858
511
$415K 0.03%
31,391
-159
512
$415K 0.03%
14,087
+4,229
513
$415K 0.03%
17,204
+5,250
514
$415K 0.03%
5,086
+15
515
$414K 0.03%
3,686
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516
$407K 0.03%
6,668
+2,477
517
$407K 0.03%
2,659
+1,368
518
$407K 0.03%
7,394
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519
$403K 0.03%
6,472
-7,022
520
$403K 0.03%
4,502
+1,190
521
$402K 0.03%
28,600
+14,690
522
$401K 0.03%
25,700
+4,507
523
$400K 0.03%
5,601
+2,120
524
$399K 0.03%
8,720
+395
525
$398K 0.03%
+1,849
19 20
21
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