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
26
$2.97M 0.76%
122,573
+18,458
27
$2.87M 0.73%
45,302
+33,740
28
$2.75M 0.7%
67,620
+244
29
$2.7M 0.69%
47,995
+3,158
30
$2.45M 0.63%
17,052
+528
31
$2.41M 0.62%
223,426
+22,326
32
$2.41M 0.62%
62,862
+851
33
$2.36M 0.6%
42,067
+976
34
$2.32M 0.59%
11,904
+886
35
$2.25M 0.57%
21,431
+6,093
36
$2.21M 0.57%
43,986
+9,576
37
$2.19M 0.56%
23,686
+3,068
38
$2.19M 0.56%
11,734
+798
39
$2.15M 0.55%
26,028
+6,147
40
$2.08M 0.53%
68,624
-6,116
41
$2.08M 0.53%
13,867
+1,018
42
$2.07M 0.53%
122,641
-705
43
$2.06M 0.53%
32,983
+8,729
44
$2.03M 0.52%
37,090
+113
45
$2.03M 0.52%
12,732
-38
46
$1.99M 0.51%
71,767
+43,181
47
$1.96M 0.5%
34,813
-251
48
$1.92M 0.49%
72,268
+42,619
49
$1.89M 0.48%
16,522
+4,360
50
$1.85M 0.47%
15,214
+2,902
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