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
701
$207K 0.02%
+2,294
702
$207K 0.02%
+2,019
703
$207K 0.02%
+1,509
704
$207K 0.02%
6,017
-484
705
$206K 0.02%
9,776
-235
706
$205K 0.02%
+2,129
707
$205K 0.02%
4,585
-604
708
$204K 0.02%
45,675
-2,050
709
$204K 0.02%
2,415
-132
710
$203K 0.02%
+8,913
711
$202K 0.02%
4,824
+1
712
$201K 0.02%
11,017
-2,954
713
$200K 0.02%
+12,055
714
$200K 0.02%
1,516
+15
715
$200K 0.02%
365
-1
716
$200K 0.02%
1,815
717
$193K 0.01%
15,377
718
$191K 0.01%
14,512
+2,000
719
$181K 0.01%
13,731
+2,225
720
$174K 0.01%
17,950
+750
721
$172K 0.01%
11,608
+628
722
$170K 0.01%
+10,255
723
$162K 0.01%
24,941
724
$161K 0.01%
17,700
725
$157K 0.01%
13,455
-610
27 28
29
30 31