IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
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
+$2.69M
2
+$2.49M
3
+$2.38M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.23M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.94M

Top Sells

1
+$1.37M
2
+$854K
3
+$809K
4
RSPM icon
Invesco S&P 500 Equal Weight Materials ETF
RSPM
+$809K
5
FNY icon
First Trust Mid Cap Growth AlphaDEX Fund
FNY
+$793K

Sector Composition

1 Technology 7.4%
2 Financials 5.3%
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
401
$62K 0.02%
2,583
402
$62K 0.02%
59
-34
403
$59K 0.02%
1,264
-96
404
$43K 0.01%
733
+133
405
– –
0
406
$26K 0.01%
1,000
407
$24K 0.01%
60
408
$21K 0.01%
2,431
409
– –
0
410
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-74
411
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-3,600
412
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413
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414
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416
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417
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418
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-71
419
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420
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421
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422
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424
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425
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15 16
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