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
276
$96K 0.07%
+329
277
$96K 0.07%
+2,795
278
$95K 0.07%
+662
279
$95K 0.07%
+1,608
280
$94K 0.07%
+1,369
281
$93K 0.07%
+929
282
$92K 0.07%
+151
283
$91K 0.07%
+775
284
$91K 0.07%
+1,212
285
$91K 0.07%
+683
286
$90K 0.07%
+1,944
287
$89K 0.07%
+852
288
$89K 0.07%
+2,998
289
$88K 0.07%
+3,631
290
$87K 0.07%
+2,134
291
$86K 0.07%
+4,826
292
$85K 0.06%
+1,572
293
$85K 0.06%
+1,760
294
$85K 0.06%
+1,763
295
$85K 0.06%
+1,151
296
$84K 0.06%
+1,310
297
$83K 0.06%
+2,854
298
$82K 0.06%
+1,131
299
$80K 0.06%
+5,363
300
$80K 0.06%
+551
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