IWM

IHT Wealth Management Portfolio holdings

AUM $3.64B
1-Year Est. Return 15.77%
This Quarter Est. Return
1 Year Est. Return
+15.77%
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
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
851
– –
-14,715
852
– –
-6,422
853
– –
-7,708
854
– –
-4,767
855
– –
-7,265
856
– –
-2,000
857
– –
-1,922
858
– –
-3,459
859
– –
-4,613
860
– –
-12,935
861
– –
-4,433
862
– –
-12,000
863
– –
-532
864
– –
-42,316
865
– –
-6,587
866
– –
-3,698
867
– –
-3,114
868
– –
-1,811
869
– –
-16,928
870
– –
-1,149
871
– –
-11,210
872
– –
-132
873
– –
-12,600
874
– –
-13,225
875
– –
-5,201
32 33 34
35
36