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
476
$35K 0.03%
+2,734
477
$35K 0.03%
+722
478
$34K 0.03%
+235
479
$34K 0.03%
+1,091
480
$34K 0.03%
+275
481
$34K 0.03%
+314
482
$34K 0.03%
+859
483
$34K 0.03%
+442
484
$34K 0.03%
+1,039
485
$34K 0.03%
+353
486
$33K 0.03%
+449
487
$33K 0.03%
+1,500
488
$33K 0.03%
+852
489
$33K 0.03%
+718
490
$33K 0.03%
+3,446
491
$33K 0.03%
+732
492
$33K 0.03%
+725
493
$32K 0.02%
+1,407
494
$32K 0.02%
+900
495
$32K 0.02%
+962
496
$32K 0.02%
+783
497
$32K 0.02%
+600
498
$32K 0.02%
+798
499
$32K 0.02%
+933
500
$32K 0.02%
+500
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