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
251
$378K 0.1%
9,443
+732
252
$375K 0.1%
14,156
+1,745
253
$374K 0.1%
1,694
+577
254
$374K 0.1%
4,047
+183
255
$373K 0.1%
4,735
+878
256
$370K 0.09%
3,827
+3,019
257
$369K 0.09%
9,518
+9,368
258
$368K 0.09%
6,148
+160
259
$368K 0.09%
6,657
-40
260
$368K 0.09%
11,667
261
$366K 0.09%
4,683
-919
262
$363K 0.09%
8,197
+5,681
263
$361K 0.09%
5,741
+760
264
$360K 0.09%
6,227
-351
265
$358K 0.09%
5,165
+1,106
266
$358K 0.09%
20,710
+18,810
267
$358K 0.09%
3,006
+2,520
268
$358K 0.09%
5,238
+304
269
$354K 0.09%
5,647
+445
270
$353K 0.09%
8,461
-105
271
$352K 0.09%
5,448
+1,550
272
$351K 0.09%
7,571
+2,893
273
$348K 0.09%
1,535
+758
274
$342K 0.09%
12,128
275
$341K 0.09%
12,650
-6,498
9 10
11
12 13