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
301
$304K 0.08%
85,493
-757
302
$302K 0.08%
+5,372
303
$301K 0.08%
602
+110
304
$301K 0.08%
6,006
+4,414
305
$297K 0.08%
5,051
-500
306
$295K 0.08%
7,195
+4,245
307
$295K 0.08%
10,324
-1,570
308
$293K 0.07%
2,098
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309
$293K 0.07%
7,842
+7,668
310
$291K 0.07%
1,193
+217
311
$290K 0.07%
27,744
+214
312
$289K 0.07%
3,566
-146
313
$288K 0.07%
6,636
+147
314
$288K 0.07%
4,916
+242
315
$287K 0.07%
2,801
+721
316
$287K 0.07%
2,159
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317
$285K 0.07%
4,972
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318
$285K 0.07%
8,375
-140
319
$283K 0.07%
3,827
+1,365
320
$282K 0.07%
1
321
$279K 0.07%
9,466
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322
$279K 0.07%
4,850
+650
323
$278K 0.07%
1,783
-10
324
$277K 0.07%
2,961
-6
325
$275K 0.07%
5,781
+1,527
11 12
13
14 15