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
201
$521K 0.13%
8,226
-1,824
202
$517K 0.13%
2,494
+251
203
$504K 0.13%
8,995
-847
204
$503K 0.13%
8,391
-1,091
205
$493K 0.13%
6,211
+1,212
206
$490K 0.13%
15,236
-421
207
$482K 0.12%
4,387
+37
208
$480K 0.12%
7,597
-1,271
209
$478K 0.12%
3,316
-88
210
$476K 0.12%
21,120
+1,790
211
$472K 0.12%
6,833
+19
212
$472K 0.12%
20,253
-297
213
$467K 0.12%
2,415
+411
214
$464K 0.12%
2,639
-127
215
$459K 0.12%
31,511
+1,690
216
$458K 0.12%
27,819
+794
217
$453K 0.12%
12,960
+8,115
218
$453K 0.12%
14,625
+494
219
$453K 0.12%
8,544
+384
220
$452K 0.12%
18,630
+3,060
221
$451K 0.12%
8,266
+3
222
$450K 0.12%
21,974
+885
223
$450K 0.12%
4,231
+525
224
$448K 0.11%
10,938
+219
225
$439K 0.11%
6,575
-1,089
7 8
9
10 11