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
-$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$22.9M
3
+$21.5M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$20.9M
5
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$5.53M

Top Sells

1
+$16.1M
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
+$12.6M

Sector Composition

1 Technology 10.52%
2 Consumer Discretionary 4.33%
3 Financials 4.1%
4 Healthcare 3.38%
5 Communication Services 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$156K 0.01%
+4,309
727
$153K 0.01%
+13,517
728
$153K 0.01%
776
-883
729
$152K 0.01%
+2,532
730
$149K 0.01%
19,189
-1,500
731
$146K 0.01%
11,115
+452
732
$146K 0.01%
10,884
733
$142K 0.01%
16,045
+2,250
734
$136K 0.01%
+10,270
735
$129K 0.01%
14,088
-1,100
736
$118K 0.01%
26
737
$115K 0.01%
14,763
+1,139
738
$110K 0.01%
30,475
739
$109K 0.01%
43
-1
740
$91K 0.01%
14,800
+53
741
$57K ﹤0.01%
14,635
-400
742
$51K ﹤0.01%
293
743
$41K ﹤0.01%
29,850
744
$41K ﹤0.01%
+13,010
745
$40K ﹤0.01%
438
746
$40K ﹤0.01%
17,368
-125
747
$39K ﹤0.01%
1,757
+184
748
$36K ﹤0.01%
30,000
-525
749
$34K ﹤0.01%
667
750
$33K ﹤0.01%
+10,037
28 29
30
31 32