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
976
– –
-2,156
977
– –
-810
978
– –
-200
979
– –
-2,500
980
– –
-103
981
– –
-84
982
– –
-25
983
– –
-1,669
984
– –
-199
985
– –
-150
986
– –
-188
987
– –
-33
988
– –
-440
989
– –
-75
990
– –
-2,065
991
– –
-202
992
– –
-31
993
– –
-9,758
994
– –
-11
995
– –
-26
996
– –
-2,941
997
– –
-19
998
– –
-600
999
– –
-2,709
1000
– –
-18
38 39
40
41 42