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
526
$29K 0.02%
+522
527
$29K 0.02%
+528
528
$29K 0.02%
+793
529
$28K 0.02%
+1,025
530
$28K 0.02%
+1,020
531
$28K 0.02%
+300
532
$28K 0.02%
+560
533
$28K 0.02%
+1,550
534
$28K 0.02%
+307
535
$28K 0.02%
+1,920
536
$28K 0.02%
+1,639
537
$28K 0.02%
+1,400
538
$27K 0.02%
+772
539
$27K 0.02%
+3,369
540
$27K 0.02%
+400
541
$27K 0.02%
+440
542
$27K 0.02%
+436
543
$27K 0.02%
+357
544
$27K 0.02%
+229
545
$27K 0.02%
+359
546
$27K 0.02%
+500
547
$26K 0.02%
+33
548
$26K 0.02%
+812
549
$26K 0.02%
+588
550
$26K 0.02%
+250
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