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
201
$1.37M 0.1%
+22,032
202
$1.36M 0.1%
36,237
-4,290
203
$1.34M 0.1%
+39,664
204
$1.33M 0.1%
12,975
-234
205
$1.33M 0.1%
50,685
-2,476
206
$1.32M 0.1%
16,499
+3,993
207
$1.32M 0.1%
23,703
-3,273
208
$1.31M 0.1%
33,413
-7,024
209
$1.29M 0.1%
5,745
-216
210
$1.27M 0.09%
24,682
-1,483
211
$1.27M 0.09%
49,108
+7,995
212
$1.27M 0.09%
23,867
+2,277
213
$1.26M 0.09%
93,699
+21,069
214
$1.26M 0.09%
4,535
-94
215
$1.26M 0.09%
10,789
-169
216
$1.25M 0.09%
9,489
217
$1.25M 0.09%
33,042
+25,923
218
$1.24M 0.09%
7,941
+9
219
$1.22M 0.09%
2,032
-85
220
$1.22M 0.09%
4,621
-883
221
$1.22M 0.09%
2,153
+34
222
$1.22M 0.09%
13,214
+485
223
$1.22M 0.09%
112,148
+46,419
224
$1.21M 0.09%
3,417
-196
225
$1.18M 0.09%
6,250
+159
7 8
9
10 11