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
151
$696K 0.18%
14,254
+5,893
152
$675K 0.17%
9,051
+161
153
$672K 0.17%
8,278
154
$670K 0.17%
17,408
-3,292
155
$668K 0.17%
4,076
+109
156
$668K 0.17%
5,569
+1,233
157
$666K 0.17%
11,370
+962
158
$665K 0.17%
10,896
+2,048
159
$662K 0.17%
4,955
+187
160
$658K 0.17%
7,708
-537
161
$656K 0.17%
19,988
+2,602
162
$651K 0.17%
15,596
+7,028
163
$646K 0.17%
3,930
+1,099
164
$646K 0.17%
18,396
-6,243
165
$645K 0.16%
12,148
+8,360
166
$635K 0.16%
11,481
+1,068
167
$628K 0.16%
8,143
+612
168
$622K 0.16%
17,721
+1,708
169
$617K 0.16%
5,810
+278
170
$616K 0.16%
4,462
+1,952
171
$614K 0.16%
16,949
172
$611K 0.16%
28,734
+4,764
173
$609K 0.16%
11,679
+1,889
174
$605K 0.15%
9,231
+7,688
175
$601K 0.15%
34,226
+628
5 6
7
8 9