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
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
1401
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1405
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1407
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1408
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1410
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1412
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1413
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1414
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1415
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1416
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1417
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1418
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-4
1419
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1420
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1421
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1422
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1423
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1424
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1425
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