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
626
$256K 0.02%
3,125
-22
627
$256K 0.02%
1,247
-588
628
$255K 0.02%
8,933
629
$254K 0.02%
13,838
-376
630
$254K 0.02%
+7,600
631
$252K 0.02%
3,418
+10
632
$251K 0.02%
7,850
-918
633
$251K 0.02%
6,632
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634
$251K 0.02%
13,550
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635
$251K 0.02%
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636
$250K 0.02%
3,958
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637
$248K 0.02%
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+16
638
$248K 0.02%
+5,561
639
$248K 0.02%
15,783
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640
$247K 0.02%
3,519
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641
$247K 0.02%
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$245K 0.02%
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644
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4,365
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645
$242K 0.02%
1,250
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646
$241K 0.02%
3,167
-1,709
647
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+1,790
648
$240K 0.02%
1,690
-25
649
$240K 0.02%
34,002
-1,147
650
$240K 0.02%
+2,201
24 25
26
27 28