IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.36B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
881
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$14.1M
3
+$13.9M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$13.9M
5
FRI icon
First Trust S&P REIT Index Fund
FRI
+$13.7M

Top Sells

1
+$10.2M
2
+$9.41M
3
+$9.37M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$9.34M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$9.17M

Sector Composition

1 Technology 10.69%
2 Consumer Discretionary 4.97%
3 Financials 3.72%
4 Healthcare 3.46%
5 Communication Services 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$249K 0.02%
35,160
-2,800
677
$249K 0.02%
1,138
-120
678
$248K 0.02%
378
679
$248K 0.02%
392
+19
680
$248K 0.02%
3,161
681
$247K 0.02%
7,139
+291
682
$246K 0.02%
3,408
-36
683
$246K 0.02%
5,189
+19
684
$245K 0.02%
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-538
685
$245K 0.02%
22,919
+8,637
686
$244K 0.02%
+1,034
687
$244K 0.02%
2,702
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688
$243K 0.02%
5,635
+1,507
689
$243K 0.02%
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690
$242K 0.02%
3,954
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691
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692
$242K 0.02%
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693
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694
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366
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695
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696
$240K 0.02%
5,166
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697
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4,337
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698
$239K 0.02%
+4,262
699
$239K 0.02%
+6,501
700
$236K 0.02%
4,684
+1
26 27
28
29 30