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
101
$1.07M 0.27%
3,634
+672
102
$1.07M 0.27%
9,499
+1,511
103
$1.06M 0.27%
35,911
-3,192
104
$1.05M 0.27%
20,940
+476
105
$1.04M 0.27%
25,377
+2,363
106
$1.03M 0.26%
16,605
+111
107
$1.02M 0.26%
10,391
-211
108
$1.01M 0.26%
6,422
+607
109
$997K 0.25%
16,608
+2,746
110
$989K 0.25%
23,443
+1,084
111
$984K 0.25%
24,969
+324
112
$953K 0.24%
14,240
+1,860
113
$936K 0.24%
32,778
+3,429
114
$932K 0.24%
6,773
+1,606
115
$924K 0.24%
12,899
+418
116
$898K 0.23%
13,763
+680
117
$897K 0.23%
11,813
-523
118
$895K 0.23%
23,511
+2,058
119
$894K 0.23%
16,127
+196
120
$893K 0.23%
8,764
-2,885
121
$891K 0.23%
12,820
+1,588
122
$878K 0.22%
24,603
-1,244
123
$871K 0.22%
29,436
-2,617
124
$866K 0.22%
4,406
+422
125
$865K 0.22%
36,215
-11,040
3 4
5
6 7