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
$1.32B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
912
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$14M
3
+$7.79M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.41M
5
AAPL icon
Apple
AAPL
+$6.19M

Top Sells

1
+$21.4M
2
+$20.9M
3
+$20.3M
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$3.68M
5
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$3.67M

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
901
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-2,868
902
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903
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904
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905
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906
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-7,450
907
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-6,354
908
– –
-30,000
909
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-123,000
910
– –
-27,501
911
– –
-1,443
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