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
751
$200K 0.01%
+1,080
752
$200K 0.01%
+2,035
753
$200K 0.01%
1,815
-1,593
754
$186K 0.01%
20,689
+1,300
755
$184K 0.01%
27,195
-900
756
$183K 0.01%
29,407
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757
$182K 0.01%
11,270
758
$179K 0.01%
10,850
759
$177K 0.01%
+10,318
760
$174K 0.01%
+11,506
761
$168K 0.01%
+10,108
762
$167K 0.01%
24,941
763
$165K 0.01%
+15,188
764
$163K 0.01%
+17,200
765
$163K 0.01%
+13,269
766
$161K 0.01%
10,884
767
$160K 0.01%
10,663
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768
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769
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770
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14,531
-2,638
771
$142K 0.01%
947
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772
$139K 0.01%
12,512
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773
$138K 0.01%
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774
$123K 0.01%
+10,321
775
$115K 0.01%
30,475
-1,800
29 30
31
32 33