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
751
$218K 0.02%
18,799
+1,539
752
$217K 0.02%
+1,072
753
$217K 0.02%
+2,310
754
$216K 0.02%
4,395
+36
755
$216K 0.02%
5,995
+732
756
$215K 0.02%
+1,489
757
$215K 0.02%
+661
758
$214K 0.02%
+10,148
759
$214K 0.02%
2,001
+83
760
$213K 0.02%
+1,445
761
$213K 0.02%
+18,775
762
$211K 0.02%
5,169
+214
763
$211K 0.02%
2,597
+57
764
$210K 0.02%
2,883
-905
765
$210K 0.02%
+1,909
766
$210K 0.02%
+1,210
767
$207K 0.02%
+29,451
768
$206K 0.02%
+6,150
769
$205K 0.02%
+18,033
770
$204K 0.02%
1,704
-27
771
$203K 0.02%
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772
$203K 0.02%
+2,252
773
$202K 0.02%
+3,316
774
$202K 0.02%
+8,736
775
$201K 0.02%
+6,353
29 30
31
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