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
151
$1.98M 0.15%
22,977
+8,589
152
$1.98M 0.15%
48,921
+18,765
153
$1.97M 0.15%
98,145
-1,950
154
$1.95M 0.15%
96,588
+63,036
155
$1.94M 0.15%
104,061
+59,557
156
$1.93M 0.15%
74,067
+51,080
157
$1.91M 0.15%
52,655
+7,130
158
$1.91M 0.15%
102,732
+58,818
159
$1.91M 0.15%
56,771
+1,024
160
$1.91M 0.14%
75,210
-6,184
161
$1.9M 0.14%
24,289
+2,135
162
$1.9M 0.14%
229,788
+9,497
163
$1.9M 0.14%
33,960
-165
164
$1.89M 0.14%
25,047
+1,412
165
$1.87M 0.14%
38,249
+16,226
166
$1.86M 0.14%
42,169
+694
167
$1.86M 0.14%
18,273
+10,099
168
$1.83M 0.14%
22,865
-1,150
169
$1.81M 0.14%
68,874
+5,026
170
$1.81M 0.14%
161,215
+50,690
171
$1.79M 0.14%
44,661
+13,655
172
$1.78M 0.14%
17,019
+4,022
173
$1.77M 0.13%
27,494
-1,143
174
$1.77M 0.13%
30,585
+716
175
$1.77M 0.13%
46,809
+16,591
5 6
7
8 9