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
176
$1.63M 0.12%
5,721
-293
177
$1.63M 0.12%
24,573
-14,434
178
$1.63M 0.12%
4,924
+2,036
179
$1.61M 0.12%
17,277
-8,783
180
$1.6M 0.12%
+47,146
181
$1.55M 0.12%
11,500
+4,178
182
$1.52M 0.12%
7,179
+217
183
$1.51M 0.11%
25,373
-2,159
184
$1.5M 0.11%
7,175
+626
185
$1.47M 0.11%
23,682
+648
186
$1.47M 0.11%
40,475
+29,799
187
$1.46M 0.11%
24,631
+7,771
188
$1.44M 0.11%
30,623
-10,052
189
$1.42M 0.11%
54,075
+18,801
190
$1.42M 0.11%
15,058
+2,083
191
$1.41M 0.11%
26,260
+1,650
192
$1.41M 0.11%
5,687
+619
193
$1.41M 0.11%
23,859
-4,010
194
$1.41M 0.11%
5,411
+223
195
$1.4M 0.11%
2,374
-2
196
$1.4M 0.11%
5,776
+31
197
$1.39M 0.11%
20,173
-12,617
198
$1.38M 0.1%
13,589
-24
199
$1.37M 0.1%
76,724
+15,077
200
$1.35M 0.1%
3,248
+305
6 7
8
9 10