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
301
$464K 0.07%
+8,565
302
$459K 0.07%
5,189
+1,272
303
$458K 0.07%
5,257
+1,441
304
$456K 0.07%
2,663
+24
305
$455K 0.07%
21,792
-446
306
$453K 0.07%
4,771
+299
307
$450K 0.07%
10,422
-66
308
$449K 0.07%
28,973
-526
309
$447K 0.06%
10,832
-555
310
$445K 0.06%
4,093
-629
311
$441K 0.06%
3,879
+305
312
$440K 0.06%
2,528
-283
313
$438K 0.06%
9,132
+402
314
$435K 0.06%
+9,605
315
$434K 0.06%
7,424
-378
316
$432K 0.06%
+7,735
317
$429K 0.06%
14,402
-307
318
$427K 0.06%
14,583
+59
319
$425K 0.06%
8,437
-4,351
320
$425K 0.06%
7,454
+49
321
$424K 0.06%
18,989
+2,741
322
$424K 0.06%
4,715
+1,124
323
$423K 0.06%
3,178
-41
324
$421K 0.06%
3,286
+85
325
$417K 0.06%
15,172
+158
11 12
13
14 15