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
126
$2.37M 0.17%
30,855
-2,333
127
$2.36M 0.17%
111,527
+6,911
128
$2.36M 0.17%
12,504
-24
129
$2.34M 0.17%
52,606
-1,762
130
$2.25M 0.17%
9,955
-7
131
$2.25M 0.17%
98,366
-2,823
132
$2.22M 0.16%
112,595
+50,345
133
$2.21M 0.16%
19,004
+958
134
$2.17M 0.16%
14,716
+1,189
135
$2.13M 0.16%
11,303
-469
136
$2.13M 0.16%
31,980
+550
137
$2.12M 0.16%
22,707
+4,159
138
$2.09M 0.15%
11,429
-673
139
$2M 0.15%
26,779
+352
140
$1.98M 0.15%
95,149
+19,027
141
$1.97M 0.15%
7,748
+532
142
$1.95M 0.14%
46,364
+15,670
143
$1.94M 0.14%
58,926
+45,455
144
$1.94M 0.14%
+23,574
145
$1.93M 0.14%
3,837
+345
146
$1.92M 0.14%
22,725
+1,590
147
$1.9M 0.14%
37,527
-4,589
148
$1.88M 0.14%
21,536
-1,378
149
$1.85M 0.14%
15,928
+4,511
150
$1.84M 0.14%
27,869
-2,734
4 5
6
7 8