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
$1.32B
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
1
$56.9M 4.32%
411,558
+39,450
2
$39.6M 3.01%
110,884
+16,139
3
$36.7M 2.79%
137,411
+88,878
4
$23.3M 1.77%
931,925
-5,333
5
$21.9M 1.67%
193,893
+40,145
6
$21.8M 1.66%
60,872
+19,501
7
$21.5M 1.64%
92,445
+15,401
8
$21M 1.59%
418,249
+15,318
9
$20.5M 1.56%
594,340
-550,204
10
$16.9M 1.28%
141,917
+27,002
11
$16.4M 1.25%
636,925
+90,360
12
$14.5M 1.11%
130,406
-924
13
$12.7M 0.97%
+124,266
14
$11.4M 0.87%
118,818
+12,603
15
$9.76M 0.74%
54,361
+16,927
16
$9.48M 0.72%
131,663
+32,184
17
$9.43M 0.72%
77,878
+21,825
18
$9.07M 0.69%
233,405
+17,443
19
$8.98M 0.68%
54,447
+12,298
20
$8.91M 0.68%
212,264
+10,838
21
$8.82M 0.67%
259,041
+38,960
22
$8.6M 0.65%
32,194
+1,169
23
$8.33M 0.63%
87,074
+11,754
24
$8.13M 0.62%
30,634
+5,695
25
$8.1M 0.62%
122,591
+17,536
1
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