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
601
$316K 0.02%
1,560
+427
602
$315K 0.02%
6,187
+2,337
603
$311K 0.02%
7,971
+484
604
$311K 0.02%
16,732
+2,550
605
$310K 0.02%
42,886
+4,000
606
$310K 0.02%
69,279
+3,238
607
$310K 0.02%
9,830
+932
608
$310K 0.02%
4,441
-8
609
$309K 0.02%
7,031
+2,914
610
$309K 0.02%
4,573
-303
611
$309K 0.02%
10,700
+3,630
612
$308K 0.02%
+2,554
613
$306K 0.02%
+6,223
614
$305K 0.02%
8,758
-8,659
615
$303K 0.02%
+6,943
616
$303K 0.02%
16,950
-600
617
$302K 0.02%
2,857
+341
618
$302K 0.02%
+6,450
619
$301K 0.02%
3,215
+104
620
$301K 0.02%
21,937
+2,287
621
$300K 0.02%
+5,571
622
$299K 0.02%
+10,314
623
$299K 0.02%
40,880
-284
624
$299K 0.02%
+3,986
625
$298K 0.02%
5,541
+8
23 24
25
26 27