IWM
IHT Wealth Management Portfolio holdings
AUM
$3.64B
1-Year Return
15.77%
This Quarter Return
+15.43%
1 Year Return
+15.77%
3 Year Return
+63.37%
5 Year Return
+110.54%
10 Year Return
–
AUM
$1.2B
AUM Growth
+$207M
(+21%)
Cap. Flow
+$62.2M
Cap. Flow
% of AUM
5.17%
Top 10 Holdings %
Top 10 Hldgs %
24.45%
Holding
782
New
121
Increased
365
Reduced
222
Closed
39
Top Buys
Top Sells
| 1 |
Novavax
NVAX
|
$12.5M |
| 2 |
iShares Exponential Technologies ETF
XT
|
$6.79M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$3.63M |
| 4 |
IMMU
Immunomedics Inc
IMMU
|
$2.85M |
| 5 |
AbbVie
ABBV
|
$2.83M |
Sector Composition
| 1 | Technology | 9.4% |
| 2 | Healthcare | 8.8% |
| 3 | Consumer Discretionary | 5.26% |
| 4 | Financials | 4.3% |
| 5 | Communication Services | 3.77% |
