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
726
$230K 0.02%
21,441
+3,624
727
$230K 0.02%
+4,647
728
$229K 0.02%
+14,322
729
$229K 0.02%
13,320
+334
730
$228K 0.02%
+7,600
731
$228K 0.02%
+4,728
732
$228K 0.02%
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733
$228K 0.02%
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734
$227K 0.02%
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735
$226K 0.02%
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736
$226K 0.02%
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737
$226K 0.02%
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738
$225K 0.02%
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739
$224K 0.02%
+5,337
740
$224K 0.02%
6,895
+540
741
$224K 0.02%
5,617
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742
$224K 0.02%
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743
$224K 0.02%
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744
$224K 0.02%
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745
$223K 0.02%
7,607
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746
$222K 0.02%
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747
$221K 0.02%
8,209
+1,429
748
$220K 0.02%
+9,188
749
$220K 0.02%
+1,294
750
$220K 0.02%
2,990
28 29
30
31 32