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
451
$37K 0.03%
+2,500
452
$37K 0.03%
+3,813
453
$37K 0.03%
+650
454
$37K 0.03%
+738
455
$37K 0.03%
+658
456
$37K 0.03%
+702
457
$37K 0.03%
+662
458
$36K 0.03%
+809
459
$36K 0.03%
+1,000
460
$36K 0.03%
+1,140
461
$36K 0.03%
+390
462
$36K 0.03%
+667
463
$36K 0.03%
+1,840
464
$36K 0.03%
+1,229
465
$36K 0.03%
+478
466
$36K 0.03%
+205
467
$35K 0.03%
+255
468
$35K 0.03%
+421
469
$35K 0.03%
+383
470
$35K 0.03%
+493
471
$35K 0.03%
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472
$35K 0.03%
+2,240
473
$35K 0.03%
+1,274
474
$35K 0.03%
+817
475
$35K 0.03%
+3,149
17 18
19
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