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
1
$64.6M 4.77%
364,012
+2,558
2
$51.6M 3.81%
108,708
-1,705
3
$37.5M 2.76%
94,145
+42,180
4
$29.2M 2.15%
403,044
+8,335
5
$24.5M 1.81%
141,080
+2,746
6
$24.3M 1.79%
145,560
+840
7
$23.6M 1.74%
70,185
+15
8
$23.1M 1.7%
548,802
+16,830
9
$21.8M 1.61%
45,724
-1,753
10
$20.5M 1.51%
170,475
+117,537
11
$20.2M 1.49%
554,499
+37,153
12
$16.7M 1.23%
129,647
+3,887
13
$14.7M 1.09%
331,955
+324,069
14
$14.6M 1.08%
+447,529
15
$14.4M 1.06%
+285,063
16
$13M 0.96%
440,460
+14,150
17
$12.6M 0.93%
282,677
+41,111
18
$10.8M 0.8%
95,110
-6,214
19
$10.8M 0.79%
44,616
+4,383
20
$10M 0.74%
69,280
+1,580
21
$9.69M 0.71%
187,118
+19,889
22
$9.47M 0.7%
81,866
-147
23
$9.46M 0.7%
65,280
+40
24
$9.02M 0.66%
111,429
-21,066
25
$8.84M 0.65%
158,356
+33,373
1
2 3 4 5