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
351
$233K 0.06%
+8,902
352
$233K 0.06%
4,020
+2,188
353
$230K 0.06%
2,465
-53
354
$229K 0.06%
8,026
+14
355
$229K 0.06%
9,400
-2,500
356
$227K 0.06%
2,141
-106
357
$227K 0.06%
8,792
-864
358
$226K 0.06%
8,242
359
$225K 0.06%
1,347
+128
360
$223K 0.06%
4,587
+4,469
361
$223K 0.06%
2,011
+500
362
$221K 0.06%
4,633
363
$219K 0.06%
108
+13
364
$219K 0.06%
7,326
+1,911
365
$218K 0.06%
2,825
366
$218K 0.06%
5,524
+285
367
$218K 0.06%
23,040
368
$218K 0.06%
3,165
-490
369
$218K 0.06%
9,874
370
$218K 0.06%
2,782
+937
371
$216K 0.06%
4,078
-781
372
$216K 0.06%
4,800
+1,500
373
$215K 0.05%
3,720
374
$215K 0.05%
4,288
+2,848
375
$214K 0.05%
14,658
13 14
15
16 17