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
101
$2.86M 0.22%
10,068
+2,149
102
$2.84M 0.22%
78,881
+12,460
103
$2.73M 0.21%
33,567
+23,727
104
$2.72M 0.21%
21,615
-3,881
105
$2.69M 0.2%
55,771
+43,557
106
$2.67M 0.2%
91,478
+483
107
$2.67M 0.2%
13,691
+1,098
108
$2.67M 0.2%
62,117
-2,798
109
$2.64M 0.2%
+84,522
110
$2.6M 0.2%
13,853
+3,609
111
$2.59M 0.2%
12,302
-809
112
$2.54M 0.19%
181,257
+159,981
113
$2.52M 0.19%
97,322
+88,960
114
$2.52M 0.19%
+128,937
115
$2.51M 0.19%
63,114
-6,358
116
$2.47M 0.19%
21,897
+6,948
117
$2.47M 0.19%
95,868
+71,621
118
$2.45M 0.19%
42,306
+3,370
119
$2.41M 0.18%
58,975
+30,976
120
$2.4M 0.18%
50,457
+1,475
121
$2.4M 0.18%
15,505
+2,236
122
$2.37M 0.18%
24,492
+3,237
123
$2.34M 0.18%
138,031
+33,554
124
$2.31M 0.18%
150,435
+51,425
125
$2.28M 0.17%
21,933
+266
3 4
5
6 7