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
76
$1.31M 0.34%
18,520
+146
77
$1.31M 0.34%
25,229
-776
78
$1.31M 0.33%
11,881
+1,056
79
$1.29M 0.33%
9,523
+1,208
80
$1.29M 0.33%
11,768
+8,907
81
$1.29M 0.33%
217,280
+9,760
82
$1.29M 0.33%
6,969
+1,035
83
$1.28M 0.33%
15,380
+1,799
84
$1.26M 0.32%
36,749
+9,249
85
$1.26M 0.32%
57,191
-4,267
86
$1.24M 0.32%
11,925
+3,079
87
$1.23M 0.31%
11,124
+2,776
88
$1.2M 0.31%
28,373
-555
89
$1.2M 0.31%
6,450
+720
90
$1.2M 0.31%
15,118
+11,641
91
$1.18M 0.3%
16,512
+350
92
$1.17M 0.3%
10,710
+1,225
93
$1.16M 0.3%
20,843
+3,534
94
$1.16M 0.3%
17,197
-724
95
$1.09M 0.28%
20,191
+1,702
96
$1.09M 0.28%
5,211
+414
97
$1.08M 0.28%
25,203
+3,432
98
$1.08M 0.28%
10,155
+7,914
99
$1.08M 0.28%
97,302
-4,322
100
$1.08M 0.28%
20,906
+338
2 3
4
5 6