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
776
$106K 0.01%
17,000
777
$103K 0.01%
14,747
+52
778
$97K 0.01%
438
779
$96K 0.01%
13,624
-2,938
780
$91K 0.01%
+275
781
$90K 0.01%
10,750
-335
782
$81K 0.01%
17,493
783
$69K 0.01%
1,309
784
$63K ﹤0.01%
30,525
785
$59K ﹤0.01%
15,035
-305
786
$52K ﹤0.01%
2,345
-250
787
$47K ﹤0.01%
12,390
-675
788
$46K ﹤0.01%
293
789
$45K ﹤0.01%
18,890
-1,280
790
$38K ﹤0.01%
1,833
-167
791
$37K ﹤0.01%
123,000
792
$36K ﹤0.01%
29,850
793
$35K ﹤0.01%
+667
794
– –
0
795
$31K ﹤0.01%
180
796
$27K ﹤0.01%
1,573
+273
797
$25K ﹤0.01%
1,074
-76
798
$20K ﹤0.01%
24,000
-9,200
799
$18K ﹤0.01%
25,000
800
$13K ﹤0.01%
+10,439
30 31
32
33 34