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
626
$297K 0.02%
+2,554
627
$296K 0.02%
27,940
+2,056
628
$296K 0.02%
6,741
629
$296K 0.02%
16,959
+5,898
630
$295K 0.02%
+10,794
631
$294K 0.02%
6,312
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632
$294K 0.02%
9,352
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633
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+7,750
634
$291K 0.02%
+1,554
635
$290K 0.02%
10,890
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636
$290K 0.02%
2,449
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637
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638
$289K 0.02%
7,076
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639
$289K 0.02%
11,143
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640
$288K 0.02%
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641
$288K 0.02%
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$287K 0.02%
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643
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644
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$283K 0.02%
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646
$283K 0.02%
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647
$280K 0.02%
+1,647
648
$279K 0.02%
+12,468
649
$276K 0.02%
3,229
+108
650
$275K 0.02%
6,523
+215
24 25
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