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IWM
IHT Wealth Management Portfolio holdings
AUM
$4.3B
1-Year Est. Return
21.02%
This Fund
S&P 500
This Quarter
Est. Return
+2.3%
1 Year Est. Return
+21.02%
3 Year Est. Return
+63.05%
5 Year Est. Return
+71.79%
10 Year Est. Return
–
AUM
$132M
AUM Growth
–
Cap. Flow
+$129M
Cap. Flow
% of AUM
97.47%
Top 10 Holdings %
Top 10 Hldgs %
18.17%
Holding
1,243
New
1,241
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Large Cap Growth AlphaDEX Fund
FTC
|
+$4.15M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
+$3.91M |
| 3 |
Apple
AAPL
|
+$3.5M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$2.25M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$2.25M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 8.04% |
| 2 | Healthcare | 7.21% |
| 3 | Industrials | 7.06% |
| 4 | Financials | 6.93% |
| 5 | Communication Services | 5.4% |
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IHT Wealth Management's Q4 2016 Portfolio in Review
Q4 2016 is the first quarter with a 13F filing on record for IHT Wealth Management, which disclosed 1,243 positions worth $132M. Its ten largest holdings account for 18% of the portfolio.
Its largest position is First Trust Large Cap Growth AlphaDEX Fund: 84,408 shares worth $4.17M.
By sector, the portfolio is most concentrated in Technology at 8% of assets, followed by Healthcare and Industrials.
- IHT Wealth Management's largest Q4 2016 buy was First Trust Large Cap Growth AlphaDEX Fund: 84,408 shares worth $4.17M.
- IHT Wealth Management's ten largest holdings make up 18% of its $132M portfolio in Q4 2016.
- IHT Wealth Management disclosed 1,243 positions in Q4 2016, its first 13F filing on record.
Based on IHT Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.