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
601
$22K 0.02%
+357
602
$22K 0.02%
+505
603
$22K 0.02%
+182
604
$22K 0.02%
+403
605
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+294
606
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+1,919
607
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608
$22K 0.02%
+410
609
$22K 0.02%
+260
610
$22K 0.02%
+1,410
611
$22K 0.02%
+306
612
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613
$22K 0.02%
+300
614
$22K 0.02%
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615
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616
$21K 0.02%
+900
617
$21K 0.02%
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618
$21K 0.02%
+1,112
619
$21K 0.02%
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620
$21K 0.02%
+1,500
621
$21K 0.02%
+1,014
622
$21K 0.02%
+394
623
$21K 0.02%
+424
624
$21K 0.02%
+465
625
$21K 0.02%
+695
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