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
526
$29K 0.02%
+793
527
$29K 0.02%
+201
528
$29K 0.02%
+1,951
529
$28K 0.02%
+300
530
$28K 0.02%
+1,020
531
$28K 0.02%
+560
532
$28K 0.02%
+1,400
533
$28K 0.02%
+1,025
534
$28K 0.02%
+1,550
535
$28K 0.02%
+307
536
$28K 0.02%
+1,920
537
$28K 0.02%
+1,639
538
$27K 0.02%
+400
539
$27K 0.02%
+3,369
540
$27K 0.02%
+440
541
$27K 0.02%
+436
542
$27K 0.02%
+357
543
$27K 0.02%
+229
544
$27K 0.02%
+772
545
$27K 0.02%
+359
546
$27K 0.02%
+500
547
$26K 0.02%
+1,750
548
$26K 0.02%
+605
549
$26K 0.02%
+33
550
$26K 0.02%
+812
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