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
176
$1.76M 0.13%
14,301
+320
177
$1.75M 0.13%
32,513
+1,014
178
$1.74M 0.13%
+91,818
179
$1.72M 0.13%
21,651
+16,534
180
$1.71M 0.13%
78,852
+4,015
181
$1.71M 0.13%
14,411
+7,046
182
$1.71M 0.13%
3,375
+917
183
$1.71M 0.13%
31,505
+20,137
184
$1.71M 0.13%
28,379
+4,654
185
$1.7M 0.13%
29,757
+2,151
186
$1.7M 0.13%
23,841
+5,493
187
$1.66M 0.13%
22,659
-3,956
188
$1.66M 0.13%
28,482
+3,683
189
$1.64M 0.12%
6,202
+247
190
$1.63M 0.12%
17,658
+4,898
191
$1.62M 0.12%
15,453
+7,929
192
$1.62M 0.12%
11,995
+1,709
193
$1.62M 0.12%
36,809
+32,174
194
$1.61M 0.12%
8,243
+2,292
195
$1.59M 0.12%
143,843
+30,421
196
$1.59M 0.12%
33,610
+3,214
197
$1.58M 0.12%
34,272
-126
198
$1.57M 0.12%
10,606
+3,086
199
$1.57M 0.12%
52,089
+4,853
200
$1.55M 0.12%
36,501
-3,372
6 7
8
9 10