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
576
$24K 0.02%
+812
577
$24K 0.02%
+249
578
$24K 0.02%
+498
579
$24K 0.02%
+282
580
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+513
581
$23K 0.02%
+658
582
$23K 0.02%
+591
583
$23K 0.02%
+820
584
$23K 0.02%
+195
585
$23K 0.02%
+140
586
$23K 0.02%
+376
587
$23K 0.02%
+968
588
$23K 0.02%
+231
589
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590
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591
$23K 0.02%
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592
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593
$23K 0.02%
+369
594
$23K 0.02%
+399
595
$23K 0.02%
+760
596
$23K 0.02%
+1,197
597
$23K 0.02%
+1,004
598
$23K 0.02%
+385
599
$22K 0.02%
+327
600
$22K 0.02%
+252
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