IWM

IHT Wealth Management Portfolio holdings

AUM $3.64B
1-Year Est. Return 15.77%
This Quarter Est. Return
1 Year Est. Return
+15.77%
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 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$625K 0.47%
+12,729
52
$596K 0.45%
+7,822
53
$562K 0.43%
+28,174
54
$559K 0.42%
+4,674
55
$557K 0.42%
+7,709
56
$549K 0.42%
+4,483
57
$537K 0.41%
+9,929
58
$533K 0.4%
+6,990
59
$532K 0.4%
+5,138
60
$529K 0.4%
+4,321
61
$518K 0.39%
+22,087
62
$494K 0.37%
+12,580
63
$480K 0.36%
+4,071
64
$478K 0.36%
+37,946
65
$477K 0.36%
+12,031
66
$476K 0.36%
+4,402
67
$469K 0.35%
+41,000
68
$461K 0.35%
+11,023
69
$442K 0.33%
+5,082
70
$440K 0.33%
+30,776
71
$437K 0.33%
+3,737
72
$429K 0.32%
+13,176
73
$422K 0.32%
+8,117
74
$422K 0.32%
+13,820
75
$418K 0.32%
+2,229
1 2
3
4 5