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
651
$19K 0.01%
+1,383
652
$19K 0.01%
+525
653
$19K 0.01%
+725
654
$19K 0.01%
+312
655
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+250
656
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+310
657
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+440
658
$19K 0.01%
+645
659
$19K 0.01%
+598
660
$19K 0.01%
+400
661
$19K 0.01%
+877
662
$18K 0.01%
+387
663
$18K 0.01%
+152
664
$18K 0.01%
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665
$18K 0.01%
+1,048
666
$18K 0.01%
+274
667
$18K 0.01%
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668
$18K 0.01%
+213
669
$18K 0.01%
+1,247
670
$18K 0.01%
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671
$18K 0.01%
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672
$18K 0.01%
+1,426
673
$18K 0.01%
+537
674
$18K 0.01%
+231
675
$18K 0.01%
+226
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