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
526
$396K 0.03%
6,153
-240
527
$396K 0.03%
2,512
+544
528
$395K 0.03%
+2,301
529
$394K 0.03%
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530
$394K 0.03%
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531
$386K 0.03%
7,421
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532
$385K 0.03%
11,490
+172
533
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1,259
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534
$383K 0.03%
14,841
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535
$382K 0.03%
44,987
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536
$381K 0.03%
33,091
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537
$377K 0.03%
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538
$377K 0.03%
3,548
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539
$375K 0.03%
20,739
+2,345
540
$374K 0.03%
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541
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1,368
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545
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6,687
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546
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547
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+2,458
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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