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
776
– –
-98
777
– –
-437
778
– –
-123
779
– –
-1,706
780
– –
-1,404
781
– –
-30
782
– –
-489
783
– –
-518
784
– –
-36
785
– –
-6,232
786
– –
-64
787
– –
-95
788
– –
-179
789
– –
-1,012
790
– –
-929
791
– –
-11
792
– –
-404
793
– –
-50
794
– –
-22
795
– –
-815
796
– –
-1,382
797
– –
-3,741
798
– –
-18
799
– –
-156
800
– –
-3,945
30 31
32
33 34