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
326
$272K 0.07%
10,810
-525
327
$271K 0.07%
22,091
328
$269K 0.07%
8,858
+567
329
$268K 0.07%
5,354
+2,295
330
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6,444
-741
331
$263K 0.07%
5,970
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332
$261K 0.07%
1,504
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333
$261K 0.07%
12,109
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334
$261K 0.07%
1,728
-30
335
$260K 0.07%
5,980
+213
336
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6,732
-1,086
337
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6,405
+2,166
338
$252K 0.06%
1,847
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339
$252K 0.06%
23,262
+21,960
340
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13,508
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341
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343
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344
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345
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4,477
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346
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5,035
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347
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4,190
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348
$237K 0.06%
5,438
349
$235K 0.06%
+3,270
350
$234K 0.06%
13,227
+12
12 13
14
15 16