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
826
$94K 0.01%
38,237
+1,815
827
$90K 0.01%
+10,603
828
$87K 0.01%
+10,310
829
$86K 0.01%
12,482
+947
830
$85K 0.01%
13,508
-385
831
$83K 0.01%
+22,016
832
$82K 0.01%
+15,860
833
$80K 0.01%
+11,499
834
$79K 0.01%
37,559
-4,346
835
$74K 0.01%
26
836
$74K 0.01%
24,764
837
$70K 0.01%
29,850
838
$70K 0.01%
30,150
839
$66K 0.01%
11,447
840
$65K ﹤0.01%
1,185
-185
841
$62K ﹤0.01%
5,353
+740
842
$59K ﹤0.01%
59,295
843
$57K ﹤0.01%
3,645
-325
844
$53K ﹤0.01%
+1,308
845
$49K ﹤0.01%
+10,939
846
$45K ﹤0.01%
16,491
+1,828
847
$42K ﹤0.01%
16,895
+4,719
848
$41K ﹤0.01%
1,740
-117
849
$41K ﹤0.01%
+20,649
850
$34K ﹤0.01%
39
+5
32 33
34
35 36