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
$391M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,688
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.5M
3
+$2.4M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.14M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.82M

Top Sells

1
+$1.37M
2
+$871K
3
+$809K
4
GVIP icon
Goldman Sachs Hedge Industry VIP ETF
GVIP
+$809K
5
FNY icon
First Trust Mid Cap Growth AlphaDEX Fund
FNY
+$793K

Sector Composition

1 Technology 7.4%
2 Financials 5.29%
3 Communication Services 5.06%
4 Consumer Discretionary 4.97%
5 Healthcare 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$433K 0.11%
4,530
-76
227
$432K 0.11%
6,716
+372
228
$430K 0.11%
8,407
-6,768
229
$423K 0.11%
3,927
+1,292
230
$423K 0.11%
1,373
+628
231
$422K 0.11%
5,077
+181
232
$421K 0.11%
15,460
-755
233
$417K 0.11%
10,291
+3,974
234
$416K 0.11%
2,270
+262
235
$410K 0.1%
+16,474
236
$407K 0.1%
3,082
-189
237
$406K 0.1%
1,655
+242
238
$401K 0.1%
16,602
239
$400K 0.1%
5,729
+59
240
$397K 0.1%
2,929
-42
241
$394K 0.1%
11,004
+80
242
$390K 0.1%
2,887
+50
243
$389K 0.1%
3,118
+378
244
$388K 0.1%
3,638
+1,308
245
$386K 0.1%
5,637
-297
246
$382K 0.1%
3,756
+1
247
$381K 0.1%
3,169
+6
248
$380K 0.1%
8,535
-1,316
249
$379K 0.1%
15,589
+6,499
250
$378K 0.1%
7,204
+1,465
8 9
10
11 12