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
626
$21K 0.02%
+900
627
$21K 0.02%
+165
628
$21K 0.02%
+725
629
$21K 0.02%
+1,500
630
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+1,014
631
$20K 0.02%
+400
632
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633
$20K 0.02%
+2,492
634
$20K 0.02%
+230
635
$20K 0.02%
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636
$20K 0.02%
+837
637
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+915
638
$20K 0.02%
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639
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640
$20K 0.02%
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641
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642
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643
$20K 0.02%
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644
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645
$20K 0.02%
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646
$20K 0.02%
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647
$19K 0.01%
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648
$19K 0.01%
+790
649
$19K 0.01%
+332
650
$19K 0.01%
+256
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