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
676
$221K 0.02%
+7,430
677
$220K 0.02%
3,043
-212
678
$220K 0.02%
2,198
-62
679
$220K 0.02%
1,573
+11
680
$219K 0.02%
1,185
-125
681
$217K 0.02%
+900
682
$217K 0.02%
12,036
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683
$217K 0.02%
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684
$217K 0.02%
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685
$213K 0.02%
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686
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+12,274
687
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+1,430
688
$213K 0.02%
4,894
689
$212K 0.02%
5,429
-17
690
$212K 0.02%
1,641
+50
691
$211K 0.02%
9,227
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692
$211K 0.02%
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-7,753
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$211K 0.02%
26,422
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694
$211K 0.02%
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695
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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