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
701
$207K 0.02%
+2,294
702
$207K 0.02%
+2,019
703
$207K 0.02%
+1,509
704
$207K 0.02%
6,017
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705
$206K 0.02%
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-235
706
$205K 0.02%
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707
$205K 0.02%
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-604
708
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45,675
-2,050
709
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710
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711
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4,824
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712
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11,017
-2,954
713
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714
$200K 0.02%
1,516
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715
$200K 0.02%
365
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716
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717
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718
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14,512
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719
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13,731
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720
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17,950
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721
$172K 0.01%
11,608
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722
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723
$162K 0.01%
24,941
724
$161K 0.01%
17,700
725
$157K 0.01%
13,455
-610
27 28
29
30 31