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
101
$2.87M 0.21%
41,787
-293
102
$2.85M 0.21%
39,007
+97
103
$2.76M 0.2%
36,320
+1,869
104
$2.74M 0.2%
85,473
+11,133
105
$2.71M 0.2%
32,649
-68
106
$2.68M 0.2%
7,466
+497
107
$2.68M 0.2%
66,432
-1,173
108
$2.66M 0.2%
10,430
+1,142
109
$2.65M 0.2%
67,706
+21,262
110
$2.57M 0.19%
28,352
-108,131
111
$2.55M 0.19%
34,860
-2,334
112
$2.55M 0.19%
32,790
+1,560
113
$2.53M 0.19%
40,675
+11,591
114
$2.52M 0.19%
31,062
+817
115
$2.52M 0.19%
73,075
-3,232
116
$2.52M 0.19%
42,555
+1,121
117
$2.52M 0.19%
26,060
-7,646
118
$2.46M 0.18%
26,012
-8,411
119
$2.45M 0.18%
29,262
-1,056
120
$2.44M 0.18%
14,758
-415
121
$2.41M 0.18%
36,571
-3,298
122
$2.41M 0.18%
53,636
-865
123
$2.39M 0.18%
13,784
-507
124
$2.38M 0.18%
42,820
+8,255
125
$2.37M 0.17%
30,871
-6,762
3 4
5
6 7