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
$132M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,247
New
Increased
Reduced
Closed

Top Buys

1 +$4.15M
2 +$3.91M
3 +$3.5M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.25M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.25M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.04%
2 Healthcare 7.21%
3 Industrials 7.06%
4 Financials 6.93%
5 Communication Services 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$113K 0.09%
+3,619
252
$113K 0.09%
+3,000
253
$113K 0.09%
+2,020
254
$112K 0.08%
+1,550
255
$112K 0.08%
+976
256
$110K 0.08%
+1,750
257
$108K 0.08%
+4,292
258
$108K 0.08%
+5,346
259
$106K 0.08%
+1,111
260
$104K 0.08%
+2,967
261
$103K 0.08%
+998
262
$103K 0.08%
+894
263
$101K 0.08%
+1,825
264
$101K 0.08%
+1,993
265
$101K 0.08%
+3,965
266
$100K 0.08%
+1,572
267
$100K 0.08%
+7,381
268
$100K 0.08%
+1,403
269
$100K 0.08%
+4,050
270
$99K 0.07%
+2,080
271
$98K 0.07%
+4,961
272
$98K 0.07%
+6,417
273
$98K 0.07%
+1,577
274
$97K 0.07%
+1,979
275
$97K 0.07%
+809