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
376
$214K 0.05%
24,276
+23,976
377
$213K 0.05%
3,675
+3,308
378
$208K 0.05%
1,752
+388
379
$208K 0.05%
5,700
+930
380
$207K 0.05%
1,632
+50
381
$206K 0.05%
2,670
-208
382
$205K 0.05%
11,435
383
$204K 0.05%
2,451
+220
384
$204K 0.05%
2,502
+127
385
$202K 0.05%
2,175
-200
386
$201K 0.05%
4,912
+2,001
387
$199K 0.05%
15,880
-15,140
388
$196K 0.05%
8,162
+2,133
389
$190K 0.05%
+51,343
390
$164K 0.04%
11,337
-8,030
391
$159K 0.04%
15,591
-4,387
392
$155K 0.04%
12,326
+21
393
$140K 0.04%
14,725
+3,000
394
$138K 0.04%
13,556
-215
395
$137K 0.04%
10,637
-3,917
396
$111K 0.03%
15,281
397
$105K 0.03%
20,472
-285
398
$96K 0.02%
10,272
399
$72K 0.02%
721
-24
400
$69K 0.02%
20,560
-8,000
14 15
16
17 18