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
576
$342K 0.03%
12,851
+1,077
577
$341K 0.03%
15,146
578
$341K 0.03%
+4,100
579
$340K 0.03%
7,117
-1,016
580
$340K 0.03%
7,048
+1,426
581
$338K 0.03%
18,022
-630
582
$336K 0.03%
21,888
583
$334K 0.03%
6,679
+3,126
584
$334K 0.03%
24,821
+10,274
585
$334K 0.03%
8,705
+2,734
586
$333K 0.03%
+2,478
587
$333K 0.03%
6,189
+1,181
588
$333K 0.03%
+732
589
$333K 0.03%
3,132
+612
590
$328K 0.02%
4,417
+1,366
591
$326K 0.02%
4,184
+1,526
592
$325K 0.02%
14,016
+1,074
593
$323K 0.02%
11,306
+2,037
594
$322K 0.02%
5,892
+461
595
$320K 0.02%
4,745
+1,601
596
$319K 0.02%
+1,190
597
$319K 0.02%
+1,445
598
$318K 0.02%
7,918
+603
599
$318K 0.02%
2,661
+31
600
$318K 0.02%
9,918
+6
22 23
24
25 26