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
$1.36B
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
State Street 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
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
– –
-1,149
806
– –
-1,811
807
– –
-2,544
808
– –
-4,690
809
– –
-9,213
810
– –
-6,685
811
– –
-7,879
812
– –
-3,744
813
– –
-9,101
814
– –
-1,180
815
– –
-3,840
816
– –
-5,077
817
– –
-9,526
818
– –
-4,349
819
– –
-13,591
820
– –
-11,480
821
– –
-3,141
822
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-1,488
823
– –
-6,626
824
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-1,610
825
– –
-10,504
31 32
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