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
676
$260K 0.02%
+1,296
677
$259K 0.02%
10,804
-2,598
678
$258K 0.02%
965
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679
$257K 0.02%
+1,062
680
$255K 0.02%
4,341
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681
$254K 0.02%
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682
$253K 0.02%
2,635
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683
$252K 0.02%
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684
$251K 0.02%
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685
$251K 0.02%
6,943
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686
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687
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688
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689
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690
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691
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692
$249K 0.02%
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$248K 0.02%
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$248K 0.02%
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698
$245K 0.02%
3,461
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699
$243K 0.02%
4,422
-1
700
$242K 0.02%
4,287
+65
26 27
28
29 30