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
126
$862K 0.22%
7,848
+885
127
$852K 0.22%
7,711
-902
128
$845K 0.22%
14,582
+3,026
129
$838K 0.21%
21,420
-3,990
130
$825K 0.21%
9,668
+439
131
$819K 0.21%
16,715
+15,915
132
$818K 0.21%
9,392
+1,107
133
$814K 0.21%
9,751
+8,099
134
$808K 0.21%
15,449
-32
135
$803K 0.21%
18,024
+740
136
$800K 0.2%
3,296
-147
137
$794K 0.2%
8,015
-26
138
$792K 0.2%
5,906
-155
139
$774K 0.2%
13,054
+9
140
$759K 0.19%
3,040
-244
141
$758K 0.19%
8,022
-288
142
$757K 0.19%
5,466
+577
143
$750K 0.19%
5,527
+1,487
144
$743K 0.19%
9,402
+1,410
145
$742K 0.19%
26,811
-4,336
146
$728K 0.19%
15,362
-86
147
$726K 0.19%
10,168
+1,467
148
$725K 0.19%
12,728
+2,358
149
$716K 0.18%
8,558
+1,305
150
$701K 0.18%
10,258
+1,043
4 5
6
7 8