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

Top Buys

1
+$3.31M
2
+$2.09M
3
+$1.81M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.57M
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$1.5M

Top Sells

1
+$5M
2
+$2.31M
3
+$1.78M
4
KMF
Kayne Anderson NextGen Energy & Infrastructure, Inc.
KMF
+$856K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$837K

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
526
$80K 0.01%
10,153
-1,700
527
$74K 0.01%
+11,265
528
$68K 0.01%
1,153
529
$67K 0.01%
16,080
530
$67K 0.01%
77
+10
531
$63K 0.01%
23,562
-500
532
$63K 0.01%
37,007
533
$59K 0.01%
10,888
+400
534
$55K 0.01%
2,699
+116
535
$46K 0.01%
32,850
-4,900
536
$35K 0.01%
36,720
537
$33K ﹤0.01%
84
-20
538
– –
0
539
$24K ﹤0.01%
+10
540
$22K ﹤0.01%
1,050
+50
541
$17K ﹤0.01%
60
542
$17K ﹤0.01%
+13,887
543
$14K ﹤0.01%
+798
544
$11K ﹤0.01%
2,321
-44
545
$6K ﹤0.01%
+56
546
– –
0
547
– –
-10,481
548
– –
-1,670
549
– –
-4,357
550
– –
-4,768
19 20 21
22
23