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
401
$294K 0.04%
5,032
-1,314
402
$294K 0.04%
14,099
+64
403
$293K 0.04%
1,067
+155
404
$292K 0.04%
10,050
-7,552
405
$291K 0.04%
7,437
-673
406
$289K 0.04%
3,434
+997
407
$286K 0.04%
+7,323
408
$286K 0.04%
8,165
+1,493
409
$285K 0.04%
2,133
-144
410
$284K 0.04%
17,958
+850
411
$282K 0.04%
12,970
+145
412
$282K 0.04%
3,983
+229
413
$279K 0.04%
3,607
414
$277K 0.04%
2,488
+216
415
$277K 0.04%
1,388
-27
416
$276K 0.04%
3,718
-394
417
$276K 0.04%
6,576
+564
418
$273K 0.04%
+6,701
419
$272K 0.04%
8,782
420
$272K 0.04%
+3,145
421
$272K 0.04%
5,506
-160
422
$269K 0.04%
18,415
-6,234
423
$268K 0.04%
1,632
+57
424
$267K 0.04%
+6,549
425
$265K 0.04%
7,364
-884
15 16
17
18 19