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
176
$1.56M 0.12%
44,812
+3,763
177
$1.54M 0.11%
245,651
+35,349
178
$1.53M 0.11%
5,940
-138
179
$1.53M 0.11%
6,019
-465
180
$1.53M 0.11%
26,880
-4,695
181
$1.51M 0.11%
5,188
+207
182
$1.51M 0.11%
45,955
-202
183
$1.5M 0.11%
12,824
-38
184
$1.5M 0.11%
12,582
-1,439
185
$1.49M 0.11%
15,030
-95,217
186
$1.49M 0.11%
60,731
+3,096
187
$1.48M 0.11%
31,316
+1,469
188
$1.48M 0.11%
29,661
+17,216
189
$1.47M 0.11%
17,388
-94,734
190
$1.45M 0.11%
2,441
-101
191
$1.45M 0.11%
6,549
+155
192
$1.44M 0.11%
27,903
-450
193
$1.43M 0.11%
4,202
+91
194
$1.43M 0.11%
4,061
-19
195
$1.43M 0.11%
5,068
-55
196
$1.42M 0.1%
17,540
-798
197
$1.4M 0.1%
13,613
-521
198
$1.4M 0.1%
10,349
+1,146
199
$1.4M 0.1%
60,590
+7,404
200
$1.38M 0.1%
12,225
+4
6 7
8
9 10