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
$689M
AUM Growth
+$88.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$1.93M
3
+$1.93M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.6M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.51M

Top Sells

1
+$5.09M
2
+$2.34M
3
+$1.8M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$858K
5
KMF
Kayne Anderson NextGen Energy & Infrastructure, Inc.
KMF
+$856K

Sector Composition

1 Healthcare 11.17%
2 Technology 6.02%
3 Financials 4.33%
4 Consumer Discretionary 3.86%
5 Communication Services 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$192K 0.03%
17,919
-4,743
502
$192K 0.03%
+36,550
503
$173K 0.03%
19,959
-150
504
$173K 0.03%
+12,191
505
$170K 0.02%
12,930
+180
506
$168K 0.02%
8,399
+80
507
$165K 0.02%
13,929
508
$164K 0.02%
13,192
509
$162K 0.02%
+15,236
510
$160K 0.02%
+171
511
$160K 0.02%
3,248
+337
512
$151K 0.02%
2,988
+27
513
$144K 0.02%
10,880
514
$144K 0.02%
+11,500
515
$130K 0.02%
13,295
516
$128K 0.02%
16,152
+767
517
$124K 0.02%
14,973
-4,183
518
$121K 0.02%
18,917
519
$119K 0.02%
+11,900
520
$108K 0.02%
23,585
-824
521
$104K 0.02%
+64,565
522
$103K 0.02%
+18,000
523
$96K 0.01%
3,000
+127
524
$88K 0.01%
17,330
525
$83K 0.01%
+11,880
19 20
21
22 23