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
1001
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1002
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1003
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1004
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1005
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1006
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1007
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1008
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1009
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1010
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1011
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-1,855
1012
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1013
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1014
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-976
1015
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1016
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1017
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1018
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1019
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1020
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1021
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1022
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1023
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1024
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1025
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39 40
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