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
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%
+560
556
$26K 0.02%
+506
557
$26K 0.02%
+499
558
$26K 0.02%
+365
559
$26K 0.02%
+2,253
560
$26K 0.02%
+1,750
561
$26K 0.02%
+605
562
$25K 0.02%
+335
563
$25K 0.02%
+500
564
$25K 0.02%
+288
565
$25K 0.02%
+1,700
566
$25K 0.02%
+533
567
$25K 0.02%
+438
568
$25K 0.02%
+416
569
$24K 0.02%
+282
570
$24K 0.02%
+812
571
$24K 0.02%
+249
572
$24K 0.02%
+498
573
$24K 0.02%
+282
574
$24K 0.02%
+513
575
$24K 0.02%
+1,350
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