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
726
$216K 0.02%
1,738
-22
727
$216K 0.02%
4,823
-5,311
728
$214K 0.02%
11,480
729
$214K 0.02%
+378
730
$214K 0.02%
2,547
-4,673
731
$213K 0.02%
+4,490
732
$212K 0.02%
+3,267
733
$211K 0.02%
+7,967
734
$211K 0.02%
+3,524
735
$210K 0.02%
4,662
-4,047
736
$210K 0.02%
5,935
737
$210K 0.02%
4,163
-509
738
$210K 0.02%
14,951
-931
739
$209K 0.02%
7,993
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740
$209K 0.02%
3,718
+36
741
$208K 0.02%
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742
$206K 0.02%
2,816
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743
$205K 0.02%
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744
$204K 0.02%
+1,658
745
$203K 0.02%
+4,220
746
$203K 0.02%
14,065
+107
747
$202K 0.01%
9,787
748
$202K 0.01%
+5,809
749
$202K 0.01%
+1,883
750
$201K 0.01%
2,615
-55
28 29
30
31 32