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
$1.36B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
881
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$14.1M
3
+$13.9M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$13.9M
5
FRI icon
First Trust S&P REIT Index Fund
FRI
+$13.7M

Top Sells

1
+$10.2M
2
+$9.41M
3
+$9.37M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$9.34M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$9.17M

Sector Composition

1 Technology 10.69%
2 Consumer Discretionary 4.97%
3 Financials 3.72%
4 Healthcare 3.46%
5 Communication Services 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$350K 0.03%
28,891
552
$350K 0.03%
+2,910
553
$348K 0.03%
1,336
+69
554
$347K 0.03%
4,112
+88
555
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2,936
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556
$344K 0.03%
1,390
557
$344K 0.03%
47,725
+12,875
558
$342K 0.03%
6,284
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559
$341K 0.03%
+5,628
560
$341K 0.03%
3,971
-466
561
$340K 0.03%
12,373
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562
$339K 0.03%
16,828
+2,385
563
$335K 0.02%
3,833
-256
564
$335K 0.02%
8,036
-123
565
$333K 0.02%
14,806
566
$332K 0.02%
12,029
567
$332K 0.02%
4,620
-5,055
568
$329K 0.02%
4,555
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569
$329K 0.02%
33,598
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570
$329K 0.02%
4,379
+164
571
$328K 0.02%
1,428
+25
572
$327K 0.02%
6,645
-193
573
$327K 0.02%
4,596
-5
574
$325K 0.02%
2,717
+120
575
$324K 0.02%
4,349
+158
21 22
23
24 25