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
801
$148K 0.01%
18,182
-7,897
802
$142K 0.01%
+2,046
803
$142K 0.01%
16,850
804
$140K 0.01%
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805
$135K 0.01%
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806
$134K 0.01%
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807
$132K 0.01%
34,427
-6,694
808
$132K 0.01%
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809
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810
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12,163
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811
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813
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814
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815
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20,700
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816
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1,277
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817
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819
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820
$105K 0.01%
3,850
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822
$98K 0.01%
26,945
823
$97K 0.01%
11,557
+323
824
$97K 0.01%
16,045
825
$94K 0.01%
15,189
-4,000
31 32
33
34 35