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
$1.32B
AUM Growth
-$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$22.8M
3
+$21.3M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$20.6M
5
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$5.4M

Top Sells

1
+$15.8M
2
+$14.6M
3
+$14.4M
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$14.2M
5
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$12.5M

Sector Composition

1 Technology 10.52%
2 Consumer Discretionary 4.33%
3 Financials 4.11%
4 Healthcare 3.38%
5 Communication Services 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$221K 0.02%
+7,430
677
$220K 0.02%
2,198
-62
678
$220K 0.02%
1,573
+11
679
$220K 0.02%
3,043
-212
680
$219K 0.02%
1,185
-125
681
$217K 0.02%
+900
682
$217K 0.02%
12,036
+1,928
683
$217K 0.02%
3,651
-93
684
$217K 0.02%
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685
$213K 0.02%
+1,785
686
$213K 0.02%
+12,274
687
$213K 0.02%
+1,430
688
$213K 0.02%
4,894
689
$212K 0.02%
1,641
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690
$212K 0.02%
5,429
-17
691
$211K 0.02%
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692
$211K 0.02%
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693
$211K 0.02%
9,227
+1,260
694
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4,088
-7,753
695
$211K 0.02%
26,422
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696
$211K 0.02%
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697
$210K 0.02%
+1,610
698
$209K 0.02%
+5,394
699
$209K 0.02%
2,764
-9,333
700
$208K 0.02%
+1,397
26 27
28
29 30