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
176
$597K 0.15%
8,574
-4
177
$595K 0.15%
2,619
-11
178
$590K 0.15%
10,504
-572
179
$589K 0.15%
8,467
+1,150
180
$589K 0.15%
1,707
+173
181
$583K 0.15%
5,225
-27
182
$576K 0.15%
13,399
+6,941
183
$576K 0.15%
8,455
-2,071
184
$575K 0.15%
2,367
+215
185
$569K 0.15%
3,509
-60
186
$567K 0.14%
7,017
+2,124
187
$566K 0.14%
9,921
+225
188
$566K 0.14%
8,306
-1,794
189
$565K 0.14%
9,334
+6,164
190
$562K 0.14%
3,609
+3,513
191
$561K 0.14%
3,607
+575
192
$560K 0.14%
17,526
+5,392
193
$552K 0.14%
8,236
+648
194
$548K 0.14%
6,571
+3,849
195
$547K 0.14%
10,849
+3,656
196
$543K 0.14%
9,676
+2,610
197
$542K 0.14%
6,651
-1,582
198
$537K 0.14%
25,918
+210
199
$529K 0.14%
6,641
-229
200
$523K 0.13%
3,690
+1,735
6 7
8
9 10