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
1051
– –
-525
1052
– –
-1,580
1053
– –
-545
1054
– –
-575
1055
– –
-310
1056
– –
-1,663
1057
– –
-38
1058
– –
-24
1059
– –
-573
1060
– –
-1,213
1061
– –
-11
1062
– –
-93
1063
– –
-978
1064
– –
-497
1065
– –
-3,273
1066
– –
-210
1067
– –
-1,000
1068
– –
-2,036
1069
– –
-2,468
1070
– –
-9,343
1071
– –
-730
1072
– –
-217
1073
– –
-253
1074
– –
-135
1075
– –
-9
41 42
43
44 45