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
526
$343K 0.03%
59,726
+4
527
$343K 0.03%
3,856
-135
528
$341K 0.03%
7,670
-324,285
529
$340K 0.03%
25,884
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530
$340K 0.03%
11,483
-7,611
531
$336K 0.03%
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532
$334K 0.03%
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533
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2,731
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534
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535
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537
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2,121
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538
$326K 0.02%
12,406
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539
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540
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481
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546
$321K 0.02%
11,718
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+3,705
548
$320K 0.02%
3,381
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549
$320K 0.02%
2,717
550
$320K 0.02%
4,259
+711
20 21
22
23 24