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
1326
– –
-685
1327
– –
-1,926
1328
– –
-688
1329
– –
-3
1330
– –
-330
1331
– –
-1,283
1332
– –
-408
1333
– –
-346
1334
– –
-2,025
1335
– –
-271
1336
– –
-347
1337
– –
-85
1338
– –
-1,868
1339
– –
-11
1340
– –
-294
1341
– –
-921
1342
– –
-2,034
1343
– –
-1,373
1344
– –
-5,600
1345
– –
-750
1346
– –
-443
1347
– –
-1,540
1348
– –
-253
1349
– –
-50
1350
– –
-440
52 53
54
55 56