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
551
$26K 0.02%
+755
552
$26K 0.02%
+3,856
553
$26K 0.02%
+735
554
$26K 0.02%
+890
555
$26K 0.02%
+1,750
556
$26K 0.02%
+605
557
$26K 0.02%
+560
558
$26K 0.02%
+365
559
$26K 0.02%
+2,253
560
$26K 0.02%
+506
561
$26K 0.02%
+499
562
$25K 0.02%
+438
563
$25K 0.02%
+335
564
$25K 0.02%
+500
565
$25K 0.02%
+288
566
$25K 0.02%
+1,700
567
$25K 0.02%
+533
568
$25K 0.02%
+416
569
$24K 0.02%
+282
570
$24K 0.02%
+1,350
571
$24K 0.02%
+491
572
$24K 0.02%
+494
573
$24K 0.02%
+1,980
574
$24K 0.02%
+362
575
$24K 0.02%
+160
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