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
201
$1.35M 0.1%
35,984
-253
202
$1.34M 0.1%
27,009
+2,327
203
$1.33M 0.1%
60,375
+11,267
204
$1.33M 0.1%
27,138
+4,034
205
$1.33M 0.1%
7,720
+1,391
206
$1.32M 0.1%
5,959
+4,715
207
$1.31M 0.1%
11,742
+1,336
208
$1.3M 0.1%
258,724
+13,073
209
$1.3M 0.1%
28,908
+1,005
210
$1.29M 0.1%
11,893
-689
211
$1.28M 0.1%
2,803
+650
212
$1.27M 0.1%
10,589
+240
213
$1.27M 0.1%
6,276
+336
214
$1.25M 0.09%
17,335
-205
215
$1.25M 0.09%
5,616
-403
216
$1.25M 0.09%
10,031
-758
217
$1.25M 0.09%
18,091
+3,339
218
$1.25M 0.09%
13,307
-1,723
219
$1.23M 0.09%
16,444
-37,318
220
$1.23M 0.09%
109,549
+4,855
221
$1.22M 0.09%
32,879
-534
222
$1.22M 0.09%
7,840
-101
223
$1.22M 0.09%
16,673
+325
224
$1.22M 0.09%
11,125
+4,599
225
$1.22M 0.09%
15,765
-734
7 8
9
10 11