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
76
$3.7M 0.28%
153,468
+47,684
77
$3.66M 0.28%
67,904
+8,589
78
$3.62M 0.28%
166,416
+96,038
79
$3.57M 0.27%
24,903
+2,579
80
$3.48M 0.26%
159,075
+90,866
81
$3.47M 0.26%
28,105
+12,553
82
$3.46M 0.26%
71,750
+1,603
83
$3.45M 0.26%
25,533
+4,805
84
$3.42M 0.26%
41,287
+7,113
85
$3.42M 0.26%
20,915
+6,799
86
$3.4M 0.26%
23,699
+8,172
87
$3.33M 0.25%
+154,071
88
$3.26M 0.25%
10,603
+612
89
$3.19M 0.24%
149,569
-41,618
90
$3.17M 0.24%
14,151
+5,476
91
$3.16M 0.24%
83,146
+16,795
92
$3.12M 0.24%
36,000
+13,091
93
$3.11M 0.24%
177,590
+5,297
94
$3.08M 0.23%
70,480
+12,744
95
$3.04M 0.23%
28,958
+1,462
96
$2.99M 0.23%
30,848
+244
97
$2.94M 0.22%
148,328
+7,221
98
$2.93M 0.22%
32,141
-1,168
99
$2.87M 0.22%
172,022
+3,977
100
$2.87M 0.22%
36,193
+19,797
2 3
4
5 6