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
$845M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$8.47M
2
+$5.48M
3
+$3.23M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$2.74M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$2.7M

Top Sells

1
+$929K
2
+$861K
3
+$797K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$680K
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$651K

Sector Composition

1 Healthcare 8.4%
2 Technology 7.1%
3 Financials 4.69%
4 Communication Services 4.11%
5 Consumer Discretionary 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
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