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
251
$606K 0.09%
2,964
-136
252
$606K 0.09%
23,481
-39
253
$605K 0.09%
11,104
+1,842
254
$605K 0.09%
14,656
-748
255
$602K 0.09%
15,488
256
$600K 0.09%
+63,550
257
$593K 0.09%
5,789
+1,631
258
$592K 0.09%
22,750
+48
259
$579K 0.08%
6,344
-3,178
260
$575K 0.08%
5,077
-1,396
261
$568K 0.08%
6,888
+561
262
$564K 0.08%
+23,059
263
$561K 0.08%
8,541
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264
$560K 0.08%
5,548
-408
265
$560K 0.08%
72,743
+43,178
266
$552K 0.08%
48,040
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267
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15,507
-200
268
$549K 0.08%
39,006
-2,498
269
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6,394
+3,400
270
$546K 0.08%
34,180
+8,935
271
$537K 0.08%
+8,061
272
$531K 0.08%
8,920
+1,009
273
$525K 0.08%
6,508
+2,456
274
$522K 0.08%
11,488
-394
275
$521K 0.08%
4,420
-136
9 10
11
12 13