IWM
IHT Wealth Management Portfolio holdings
AUM
$3.64B
1-Year Return
15.77%
This Quarter Return
+5.77%
1 Year Return
+15.77%
3 Year Return
+63.37%
5 Year Return
+110.54%
10 Year Return
–
AUM
$150M
AUM Growth
+$17.7M
(+13%)
Cap. Flow
+$11.9M
Cap. Flow
% of AUM
7.92%
Top 10 Holdings %
Top 10 Hldgs %
18.9%
Holding
1,376
New
126
Increased
387
Reduced
317
Closed
72
Top Buys
| 1 |
First Trust US Equity Opportunities ETF
FPX
|
+$4.87M |
| 2 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$4.6M |
| 3 |
iShares Russell 1000 ETF
IWB
|
+$2.54M |
| 4 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
+$1.55M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$1.48M |
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$3.65M |
| 2 |
First Trust Large Cap Growth AlphaDEX Fund
FTC
|
+$3.57M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
+$3.52M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$1.52M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$1.47M |
Sector Composition
| 1 | Technology | 7.74% |
| 2 | Healthcare | 7.11% |
| 3 | Financials | 6.66% |
| 4 | Industrials | 6.39% |
| 5 | Consumer Discretionary | 5.72% |
