IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
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
+$16.3M
2
+$14.1M
3
+$13.9M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$13.9M
5
FRI icon
First Trust S&P REIT Index Fund
FRI
+$13.7M

Top Sells

1
+$10.2M
2
+$9.41M
3
+$9.37M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$9.34M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$9.17M

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
801
$10K ﹤0.01%
500
802
$8K ﹤0.01%
1,355
+5
803
$4K ﹤0.01%
10,975
804
$4K ﹤0.01%
11,613
-4,500
805
– –
-23,378
806
– –
-10,602
807
– –
-1,811
808
– –
-2,544
809
– –
-4,690
810
– –
-9,213
811
– –
-6,685
812
– –
-7,879
813
– –
-3,744
814
– –
-9,101
815
– –
-1,180
816
– –
-3,840
817
– –
-5,077
818
– –
-9,526
819
– –
-4,349
820
– –
-13,591
821
– –
-11,480
822
– –
-3,141
823
– –
-1,488
824
– –
-6,626
825
– –
-1,610
31 32
33
34 35