IWM

IHT Wealth Management Portfolio holdings

AUM $3.64B
1-Year Est. Return 15.77%
This Quarter Est. Return
1 Year Est. Return
+15.77%
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 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$893K 0.68%
+14,938
27
$868K 0.66%
+10,309
28
$862K 0.65%
+5,264
29
$861K 0.65%
+13,800
30
$824K 0.62%
+15,869
31
$800K 0.6%
+14,290
32
$789K 0.6%
+10,638
33
$772K 0.58%
+6,303
34
$753K 0.57%
+3,484
35
$735K 0.56%
+6,685
36
$734K 0.56%
+19,480
37
$729K 0.55%
+6,272
38
$718K 0.54%
+15,195
39
$712K 0.54%
+19,461
40
$711K 0.54%
+7,593
41
$706K 0.53%
+6,292
42
$695K 0.53%
+5,926
43
$692K 0.52%
+8,709
44
$691K 0.52%
+11,041
45
$678K 0.51%
+5,002
46
$673K 0.51%
+8,225
47
$669K 0.51%
+21,364
48
$655K 0.5%
+9,383
49
$637K 0.48%
+15,297
50
$636K 0.48%
+2,509
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