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
51
$1.83M 0.47%
61,572
+3,149
52
$1.79M 0.46%
35,699
-135
53
$1.78M 0.45%
31,880
-3,100
54
$1.77M 0.45%
26,454
+7,711
55
$1.75M 0.45%
21,591
+2,223
56
$1.75M 0.45%
55,760
-1,298
57
$1.75M 0.45%
20,919
+7,991
58
$1.71M 0.44%
60,699
+25,221
59
$1.66M 0.43%
9,172
+1,246
60
$1.6M 0.41%
14,723
+3,688
61
$1.58M 0.4%
20,231
+3,249
62
$1.54M 0.39%
4,606
+158
63
$1.52M 0.39%
19,457
+1,097
64
$1.51M 0.39%
11,975
+1,569
65
$1.44M 0.37%
10,735
+289
66
$1.44M 0.37%
13,844
+1,882
67
$1.43M 0.37%
23,500
+12,250
68
$1.43M 0.37%
14,848
+3,680
69
$1.42M 0.36%
16,041
-1,735
70
$1.4M 0.36%
43,650
+432
71
$1.4M 0.36%
44,176
+2,380
72
$1.38M 0.35%
24,336
+4,519
73
$1.35M 0.35%
10,223
+1,287
74
$1.35M 0.34%
27,150
+2,258
75
$1.33M 0.34%
30,240
+10,479
1 2
3
4 5