IWM

IHT Wealth Management Portfolio holdings

AUM $3.64B
1-Year Est. Return 15.77%
This Quarter Est. Return
1 Year Est. Return
+15.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.36B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
881
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
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
+$14.1M

Top Sells

1
+$11M
2
+$9.8M
3
+$9.53M
4
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$9.46M
5
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$9.33M

Sector Composition

1 Technology 10.69%
2 Consumer Discretionary 4.97%
3 Financials 3.72%
4 Healthcare 3.46%
5 Communication Services 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.02M 0.37%
50,005
-3,296
52
$4.98M 0.37%
127,467
-4,323
53
$4.96M 0.37%
99,666
+10,738
54
$4.95M 0.36%
171,808
+11,945
55
$4.9M 0.36%
29,967
-1,759
56
$4.87M 0.36%
28,468
+501
57
$4.85M 0.36%
57,400
+284
58
$4.63M 0.34%
47,177
-4,046
59
$4.53M 0.33%
20,023
+5,784
60
$4.51M 0.33%
22,406
+1,013
61
$4.47M 0.33%
14,621
-773
62
$4.44M 0.33%
41,975
+347
63
$4.4M 0.32%
9,601
+1,319
64
$4.28M 0.32%
16,060
+54
65
$4.26M 0.31%
155,794
+35,275
66
$4.25M 0.31%
32,913
-4,755
67
$4.24M 0.31%
19,566
-265
68
$4.21M 0.31%
61,912
+4,667
69
$4.15M 0.31%
58,336
-123,555
70
$4.1M 0.3%
72,460
-14,010
71
$4.09M 0.3%
53,762
-3,888
72
$4M 0.3%
57,307
+2,903
73
$3.96M 0.29%
195,148
+6,022
74
$3.96M 0.29%
55,272
-2,934
75
$3.81M 0.28%
21,310
+873
1 2
3
4 5