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
-$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$22.9M
3
+$21.5M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$20.9M
5
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$5.53M

Top Sells

1
+$16.1M
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
+$12.6M

Sector Composition

1 Technology 10.52%
2 Consumer Discretionary 4.33%
3 Financials 4.1%
4 Healthcare 3.38%
5 Communication Services 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.62M 0.27%
12,633
+455
77
$3.6M 0.27%
64,759
+3,094
78
$3.59M 0.27%
14,525
+849
79
$3.59M 0.27%
70,517
+3,916
80
$3.59M 0.27%
93,592
+8,119
81
$3.53M 0.27%
71,169
-843
82
$3.5M 0.27%
43,811
+2,177
83
$3.45M 0.26%
89,179
+16,288
84
$3.37M 0.26%
52,093
-9,819
85
$3.33M 0.25%
20,559
+537
86
$3.27M 0.25%
61,000
-11,460
87
$3.26M 0.25%
30,497
-1,398
88
$3.25M 0.25%
30,604
89
$3.21M 0.24%
168,575
-26,573
90
$3.11M 0.24%
42,243
+1,613
91
$3.06M 0.23%
41,158
-14,114
92
$3.05M 0.23%
63,033
-55,855
93
$2.99M 0.23%
25,775
-16,114
94
$2.98M 0.23%
57,615
+4,014
95
$2.96M 0.22%
113,100
+14,734
96
$2.85M 0.22%
34,509
+4,693
97
$2.82M 0.21%
158,186
-5,090
98
$2.78M 0.21%
60,212
-1,130
99
$2.78M 0.21%
7,771
+305
100
$2.77M 0.21%
44,000
+12,020
2 3
4
5 6