IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
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
+$26.8M
2
+$14M
3
+$7.79M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.41M
5
AAPL icon
Apple
AAPL
+$6.19M

Top Sells

1
+$21.4M
2
+$20.9M
3
+$20.3M
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$3.68M
5
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$3.67M

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
526
$396K 0.03%
6,153
-240
527
$396K 0.03%
2,512
+544
528
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+2,301
529
$394K 0.03%
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+906
530
$394K 0.03%
+8,469
531
$386K 0.03%
7,421
-172
532
$385K 0.03%
11,490
+172
533
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1,259
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534
$383K 0.03%
14,841
+1,312
535
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44,987
+12,529
536
$381K 0.03%
33,091
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537
$377K 0.03%
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538
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3,548
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539
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+2,345
540
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545
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546
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547
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6,687
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548
$366K 0.03%
11,989
-1,372
549
$366K 0.03%
5,689
+1,580
550
$364K 0.03%
51,031
-2,100
20 21
22
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