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
76
$3.69M 0.27%
61,665
+15,912
77
$3.68M 0.27%
6,489
+73
78
$3.67M 0.27%
13,676
-10
79
$3.65M 0.27%
98,013
+180
80
$3.55M 0.26%
20,744
+587
81
$3.55M 0.26%
164,925
+22,256
82
$3.55M 0.26%
46,018
-5,744
83
$3.55M 0.26%
22,779
+5,325
84
$3.47M 0.26%
72,012
+7,161
85
$3.46M 0.26%
66,601
+1,615
86
$3.44M 0.25%
20,022
+885
87
$3.39M 0.25%
30,604
88
$3.36M 0.25%
12,178
+129
89
$3.32M 0.24%
41,634
+2,640
90
$3.22M 0.24%
22,152
+725
91
$3.22M 0.24%
31,895
-1,441
92
$3.2M 0.24%
40,630
+7,840
93
$3.17M 0.23%
102,478
+373
94
$3.17M 0.23%
53,601
-1,599
95
$3.03M 0.22%
163,276
-28,580
96
$3.02M 0.22%
72,891
+15,689
97
$3M 0.22%
54,031
-15,248
98
$2.94M 0.22%
20,918
+908
99
$2.92M 0.21%
25,390
-949
100
$2.91M 0.21%
61,342
+7,039
2 3
4
5 6