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 4.11%
4 Healthcare 3.38%
5 Communication Services 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.27M 0.17%
108,312
-3,215
127
$2.26M 0.17%
29,560
+298
128
$2.25M 0.17%
34,704
-156
129
$2.23M 0.17%
31,337
-4,983
130
$2.2M 0.17%
14,890
+174
131
$2.17M 0.16%
11,556
-8,467
132
$2.15M 0.16%
17,230
-15,683
133
$2.13M 0.16%
13,942
+2,513
134
$2.12M 0.16%
214,503
+46,028
135
$2.1M 0.16%
91,862
+4,196
136
$2.09M 0.16%
55,314
+8,950
137
$2.05M 0.16%
49,687
-2,919
138
$2.01M 0.15%
9,475
-480
139
$2.01M 0.15%
25,788
-5,274
140
$2.01M 0.15%
25,627
+20,426
141
$2M 0.15%
32,813
-3,758
142
$1.99M 0.15%
27,640
-3,231
143
$1.99M 0.15%
13,828
+3,161
144
$1.95M 0.15%
29,458
+3,446
145
$1.92M 0.15%
24,256
+682
146
$1.91M 0.14%
3,739
-98
147
$1.9M 0.14%
21,199
-337
148
$1.9M 0.14%
40,334
+32,071
149
$1.9M 0.14%
8,931
+1,183
150
$1.89M 0.14%
+18,152
4 5
6
7 8