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
851
$32K ﹤0.01%
11,235
-2,400
852
$31K ﹤0.01%
293
853
$27K ﹤0.01%
+1,813
854
$27K ﹤0.01%
17,368
855
$23K ﹤0.01%
22,000
856
$20K ﹤0.01%
3,145
+1,100
857
$20K ﹤0.01%
13,010
858
$18K ﹤0.01%
667
859
$14K ﹤0.01%
1,061
860
$13K ﹤0.01%
+1,507
861
$10K ﹤0.01%
40,975
+30,000
862
$10K ﹤0.01%
2,325
863
– –
0
864
$8K ﹤0.01%
+130
865
$5K ﹤0.01%
25,000
866
$4K ﹤0.01%
12,240
867
$4K ﹤0.01%
197
868
$3K ﹤0.01%
600
+100
869
$2K ﹤0.01%
11,613
870
– –
-1,012
871
– –
-10,037
872
– –
-22,268
873
– –
-2,868
874
– –
-30,771
875
– –
-30,000
33 34
35
36 37