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
151
$1.84M 0.14%
87,666
+19,674
152
$1.83M 0.14%
31,400
+12,819
153
$1.82M 0.13%
29,816
+1,021
154
$1.8M 0.13%
23,034
-1,625
155
$1.8M 0.13%
8,650
-54
156
$1.8M 0.13%
12,002
-172
157
$1.8M 0.13%
168,475
+7,394
158
$1.79M 0.13%
6,014
-11
159
$1.77M 0.13%
24,610
+1,970
160
$1.74M 0.13%
14,863
+409
161
$1.74M 0.13%
+55,307
162
$1.73M 0.13%
27,268
-128
163
$1.72M 0.13%
68,109
+2,535
164
$1.71M 0.13%
73,402
+2,897
165
$1.7M 0.13%
23,784
+15,078
166
$1.7M 0.13%
6,746
-32
167
$1.67M 0.12%
9,174
-648
168
$1.67M 0.12%
79,364
+18,513
169
$1.65M 0.12%
27,532
+618
170
$1.63M 0.12%
39,999
+1,690
171
$1.61M 0.12%
6,962
-58
172
$1.61M 0.12%
10,667
+119
173
$1.58M 0.12%
2,376
-51
174
$1.58M 0.12%
34,182
+28,412
175
$1.57M 0.12%
52,164
+11,069
5 6
7
8 9