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
776
$201K 0.02%
+659
777
$201K 0.02%
4,231
-131
778
$200K 0.02%
3,604
-205
779
$198K 0.02%
16,961
+993
780
$197K 0.02%
+10,754
781
$197K 0.02%
16,600
+2,550
782
$195K 0.01%
+14,825
783
$194K 0.01%
+11,273
784
$194K 0.01%
+11,427
785
$190K 0.01%
+11,918
786
$186K 0.01%
15,678
+455
787
$184K 0.01%
11,480
788
$182K 0.01%
11,511
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789
$180K 0.01%
31,994
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790
$178K 0.01%
34,448
+4,906
791
$177K 0.01%
30,693
-2,905
792
$173K 0.01%
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793
$171K 0.01%
12,421
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794
$168K 0.01%
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795
$165K 0.01%
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796
$165K 0.01%
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797
$161K 0.01%
1,294
+132
798
$161K 0.01%
15,377
799
$160K 0.01%
+14,542
800
$157K 0.01%
13,263
-2,003
30 31
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