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
101
$2.77M 0.21%
44,682
+2,127
102
$2.74M 0.21%
50,925
+37,227
103
$2.74M 0.21%
65,863
-569
104
$2.74M 0.21%
90,809
-11,669
105
$2.72M 0.21%
20,203
-1,949
106
$2.68M 0.2%
39,943
-1,844
107
$2.65M 0.2%
49,708
+6,888
108
$2.65M 0.2%
66,846
-860
109
$2.6M 0.2%
25,204
-186
110
$2.59M 0.2%
23,892
+7,964
111
$2.56M 0.19%
14,535
-223
112
$2.55M 0.19%
21,529
+611
113
$2.53M 0.19%
15,557
+694
114
$2.48M 0.19%
40,483
+22,773
115
$2.45M 0.19%
13,349
+845
116
$2.45M 0.19%
10,294
-136
117
$2.43M 0.18%
74,257
+1,182
118
$2.42M 0.18%
33,538
+2,683
119
$2.41M 0.18%
110,295
-2,300
120
$2.41M 0.18%
21,994
+2,990
121
$2.38M 0.18%
30,186
+525
122
$2.37M 0.18%
83,289
+22,699
123
$2.35M 0.18%
14,043
+259
124
$2.32M 0.18%
54,352
+716
125
$2.29M 0.17%
9,007
-7,053
3 4
5
6 7