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

Top Buys

1
+$4.17M
2
+$4.08M
3
+$3.59M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.29M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.27M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.05%
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
426
$41K 0.03%
+512
427
$41K 0.03%
+1,900
428
$41K 0.03%
+378
429
$41K 0.03%
+1,114
430
$41K 0.03%
+500
431
$40K 0.03%
+3,759
432
$40K 0.03%
+360
433
$40K 0.03%
+106
434
$39K 0.03%
+610
435
$39K 0.03%
+371
436
$39K 0.03%
+855
437
$39K 0.03%
+792
438
$39K 0.03%
+2,380
439
$38K 0.03%
+693
440
$38K 0.03%
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441
$38K 0.03%
+1,620
442
$38K 0.03%
+1,420
443
$38K 0.03%
+668
444
$38K 0.03%
+1,734
445
$38K 0.03%
+1,718
446
$38K 0.03%
+647
447
$38K 0.03%
+492
448
$38K 0.03%
+27
449
$38K 0.03%
+687
450
$37K 0.03%
+938
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