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
276
$340K 0.09%
7,371
+1,250
277
$340K 0.09%
3,223
+604
278
$340K 0.09%
6,734
+2,494
279
$339K 0.09%
19,669
+99
280
$339K 0.09%
11,365
+1,459
281
$335K 0.09%
3,910
+501
282
$334K 0.09%
14,966
+600
283
$332K 0.08%
2,107
+1,011
284
$331K 0.08%
13,403
+120
285
$331K 0.08%
4,790
-1,289
286
$323K 0.08%
2,877
+931
287
$321K 0.08%
24,678
-61
288
$321K 0.08%
28,480
289
$317K 0.08%
6,743
+3,560
290
$316K 0.08%
8,118
+2,430
291
$315K 0.08%
1,688
-553
292
$315K 0.08%
3,862
-10,678
293
$315K 0.08%
4,772
+4,634
294
$312K 0.08%
37,399
+2,776
295
$310K 0.08%
17,528
-1,117
296
$310K 0.08%
7,347
+488
297
$309K 0.08%
11,526
-376
298
$306K 0.08%
18,089
299
$305K 0.08%
4,861
+63
300
$305K 0.08%
4,835
+120
10 11
12
13 14