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
851
– –
-3,141
852
– –
-1,488
853
– –
-6,626
854
– –
-1,610
855
– –
-10,504
856
– –
-10,294
857
– –
-12,025
858
– –
-2,375
859
– –
-8,406
860
– –
-3,799
861
– –
-2,029
862
– –
-4,884
863
– –
-13,383
864
– –
-18,005
865
– –
-11,715
866
– –
-10,988
867
– –
-1,258
868
– –
-2,583
869
– –
-3,446
870
– –
-4,613
871
– –
-12,935
872
– –
-4,433
873
– –
-12,000
874
– –
-18,560
875
– –
-532
32 33 34
35
36