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
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
– –
-1,670
547
– –
-4,357
548
– –
-4,768
549
– –
-1,179
550
– –
-10,991
19 20 21
22
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