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
1201
– –
-1,585
1202
– –
-27
1203
– –
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1204
– –
-125
1205
– –
-100
1206
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-2,232
1207
– –
-744
1208
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-134
1209
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-972
1210
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-356
1211
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-400
1212
– –
-826
1213
– –
-5,115
1214
– –
-6,261
1215
– –
-1,300
1216
– –
-1,020
1217
– –
-2,046
1218
– –
-375
1219
– –
-312
1220
– –
-800
1221
– –
-479
1222
– –
-345
1223
– –
-673
1224
– –
-1,298
1225
– –
-1,283
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