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
551
$318K 0.02%
4,297
-82
552
$317K 0.02%
6,142
+1,805
553
$315K 0.02%
5,628
554
$314K 0.02%
1,228
-37
555
$314K 0.02%
3,744
-73
556
$313K 0.02%
12,895
+1,893
557
$312K 0.02%
16,405
+230
558
$312K 0.02%
2,593
+1
559
$311K 0.02%
7,395
-33
560
$310K 0.02%
11,254
+720
561
$309K 0.02%
12,405
+2,434
562
$309K 0.02%
14,135
-451
563
$309K 0.02%
11,209
-1,443
564
$308K 0.02%
4,571
-25
565
$305K 0.02%
8,965
+48
566
$305K 0.02%
4,579
+1,337
567
$304K 0.02%
33,598
568
$303K 0.02%
3,685
+9
569
$302K 0.02%
3,318
570
$300K 0.02%
1,121
+31
571
$299K 0.02%
9,443
+292
572
$299K 0.02%
13,134
-714
573
$298K 0.02%
1,266
-70
574
$297K 0.02%
33,703
-1,457
575
$294K 0.02%
4,676
+12
21 22
23
24 25