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
201
$1.54M 0.12%
59,894
-1,039
202
$1.54M 0.12%
38,114
+4,157
203
$1.53M 0.12%
73,200
+251
204
$1.48M 0.11%
24,192
+4,001
205
$1.47M 0.11%
22,337
+1,843
206
$1.47M 0.11%
17,592
-1,150
207
$1.47M 0.11%
135,022
+62,512
208
$1.46M 0.11%
4,994
+1,246
209
$1.44M 0.11%
17,115
+4,524
210
$1.44M 0.11%
15,437
+3,849
211
$1.42M 0.11%
+31,823
212
$1.41M 0.11%
76,673
+336
213
$1.4M 0.11%
11,453
+114
214
$1.39M 0.11%
7,421
+1,107
215
$1.39M 0.11%
8,616
+4,590
216
$1.38M 0.11%
29,987
+16,893
217
$1.38M 0.11%
35,140
+16,385
218
$1.38M 0.1%
33,565
+20,581
219
$1.36M 0.1%
59,928
+48,715
220
$1.35M 0.1%
6,444
+729
221
$1.34M 0.1%
8,175
+3,379
222
$1.34M 0.1%
5,849
+903
223
$1.33M 0.1%
21,438
+8,680
224
$1.33M 0.1%
28,060
+1,670
225
$1.33M 0.1%
9,220
+2,155
7 8
9
10 11