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
676
$18K 0.01%
+121
677
$17K 0.01%
+246
678
$17K 0.01%
+241
679
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+970
680
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+2,000
681
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+262
682
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683
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+244
684
$17K 0.01%
+336
685
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+400
686
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+398
687
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+497
688
$17K 0.01%
+440
689
$17K 0.01%
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690
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+1,000
691
$16K 0.01%
+1,376
692
$16K 0.01%
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693
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694
$16K 0.01%
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695
$16K 0.01%
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696
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697
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+406
698
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+649
699
$16K 0.01%
+500
700
$16K 0.01%
+302
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