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
51
$4.95M 0.38%
17,954
+4,546
52
$4.7M 0.36%
336,936
+299,808
53
$4.54M 0.35%
466,929
+1,231
54
$4.5M 0.34%
33,120
+4,317
55
$4.46M 0.34%
25,107
+4,888
56
$4.37M 0.33%
113,265
-1,599
57
$4.34M 0.33%
35,837
+13,475
58
$4.34M 0.33%
188,118
+24,055
59
$4.32M 0.33%
50,433
-179
60
$4.3M 0.33%
54,067
+7,198
61
$4.27M 0.32%
29,996
+7,565
62
$4.27M 0.32%
45,256
+11,318
63
$4.27M 0.32%
64,242
+11,644
64
$4.22M 0.32%
8,929
+1,250
65
$4.15M 0.32%
136,782
+33,668
66
$4M 0.3%
7,916
+4,102
67
$3.97M 0.3%
29,252
+8,997
68
$3.96M 0.3%
47,479
-218,150
69
$3.94M 0.3%
126,772
+47,291
70
$3.89M 0.3%
69,461
+21,031
71
$3.89M 0.3%
48,666
+3,121
72
$3.81M 0.29%
66,098
+339
73
$3.81M 0.29%
86,905
+27,405
74
$3.74M 0.28%
56,595
+14,528
75
$3.71M 0.28%
84,136
+1,971
1 2
3
4 5