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
701
$242K 0.02%
1,941
+126
702
$239K 0.02%
+1,718
703
$239K 0.02%
+7,545
704
$239K 0.02%
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705
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707
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708
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709
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+2,262
710
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711
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712
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713
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714
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6,069
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716
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$233K 0.02%
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721
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7,397
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722
$231K 0.02%
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723
$231K 0.02%
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724
$231K 0.02%
3,058
-691
725
$231K 0.02%
+1,357
27 28
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