IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
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
+$3.31M
2
+$2.09M
3
+$1.81M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.57M
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$1.5M

Top Sells

1
+$5M
2
+$2.31M
3
+$1.78M
4
KMF
Kayne Anderson NextGen Energy & Infrastructure, Inc.
KMF
+$856K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$837K

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%
+5,303
227
$705K 0.1%
23,550
-42
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
+442
241
$635K 0.09%
4,815
+455
242
$635K 0.09%
3,757
+186
243
$631K 0.09%
33,955
+29,730
244
$631K 0.09%
4,626
+542
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