IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
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
+$4.15M
2
+$3.91M
3
+$3.5M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.25M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.25M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.04%
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
501
$32K 0.02%
+210
502
$31K 0.02%
+1,700
503
$31K 0.02%
+429
504
$31K 0.02%
+275
505
$31K 0.02%
+594
506
$31K 0.02%
+362
507
$31K 0.02%
+218
508
$31K 0.02%
+775
509
$31K 0.02%
+1,600
510
$31K 0.02%
+150
511
$31K 0.02%
+1,229
512
$30K 0.02%
+182
513
$30K 0.02%
+2,820
514
$30K 0.02%
+498
515
$30K 0.02%
+255
516
$30K 0.02%
+1,301
517
$30K 0.02%
+1,059
518
$30K 0.02%
+500
519
$30K 0.02%
+250
520
$29K 0.02%
+201
521
$29K 0.02%
+1,951
522
$29K 0.02%
+1,502
523
$29K 0.02%
+494
524
$29K 0.02%
+395
525
$29K 0.02%
+256
19 20
21
22 23