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
$689M
AUM Growth
+$88.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$1.93M
3
+$1.93M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.6M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.51M

Top Sells

1
+$5.09M
2
+$2.34M
3
+$1.8M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$858K
5
KMF
Kayne Anderson NextGen Energy & Infrastructure, Inc.
KMF
+$856K

Sector Composition

1 Healthcare 11.17%
2 Technology 6.02%
3 Financials 4.33%
4 Consumer Discretionary 3.86%
5 Communication Services 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$705K 0.1%
23,550
-42
227
$705K 0.1%
+5,303
228
$697K 0.1%
2,849
+1,034
229
$689K 0.1%
21,172
230
$688K 0.1%
22,136
+3,654
231
$685K 0.1%
2,334
-493
232
$683K 0.1%
30,844
+20,763
233
$669K 0.1%
17,272
-6,225
234
$668K 0.1%
5,755
-1,338
235
$659K 0.1%
+80,523
236
$652K 0.09%
86,438
+61,530
237
$644K 0.09%
+68,220
238
$643K 0.09%
13,096
+82
239
$641K 0.09%
+3,190
240
$640K 0.09%
4,452
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241
$635K 0.09%
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242
$635K 0.09%
3,757
+186
243
$631K 0.09%
101,864
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244
$631K 0.09%
4,626
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245
$625K 0.09%
10,383
+1,648
246
$624K 0.09%
14,542
-7,494
247
$624K 0.09%
9,510
-16
248
$623K 0.09%
7,423
+117
249
$616K 0.09%
13,016
-161
250
$607K 0.09%
5,567
-407
8 9
10
11 12