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
151
$1.88M 0.14%
10,062
+6,791
152
$1.87M 0.14%
9,626
+976
153
$1.86M 0.14%
6,814
+68
154
$1.85M 0.14%
24,069
+1,344
155
$1.85M 0.14%
21,858
-849
156
$1.84M 0.14%
26,533
-246
157
$1.83M 0.14%
23,466
-9,183
158
$1.8M 0.14%
56,564
+10,609
159
$1.79M 0.14%
41,342
+1,343
160
$1.77M 0.13%
80,724
+19,993
161
$1.76M 0.13%
+74,102
162
$1.76M 0.13%
80,142
+778
163
$1.76M 0.13%
33,601
+2,285
164
$1.75M 0.13%
+71,714
165
$1.74M 0.13%
27,735
+855
166
$1.73M 0.13%
56,897
-2,029
167
$1.72M 0.13%
56,772
+1,465
168
$1.71M 0.13%
45,460
+648
169
$1.71M 0.13%
101,129
+5,980
170
$1.7M 0.13%
11,388
-614
171
$1.7M 0.13%
20,519
+13,320
172
$1.68M 0.13%
30,105
+2,837
173
$1.68M 0.13%
3,798
+381
174
$1.66M 0.13%
23,943
+159
175
$1.64M 0.12%
35,896
-1,631
5 6
7
8 9