IWM

IHT Wealth Management Portfolio holdings

AUM $3.95B
1-Year Est. Return 17.75%
This Quarter Est. Return
1 Year Est. Return
+17.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$689M
AUM Growth
+$88.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$1.93M
3
+$1.93M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.6M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.51M

Top Sells

1
+$5.09M
2
+$2.34M
3
+$1.8M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$858K
5
KMF
Kayne Anderson NextGen Energy & Infrastructure, Inc.
KMF
+$856K

Sector Composition

1 Healthcare 11.17%
2 Technology 6.02%
3 Financials 4.33%
4 Consumer Discretionary 3.86%
5 Communication Services 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.76M 0.4%
7,602
+196
52
$2.73M 0.4%
115,149
+3,958
53
$2.73M 0.4%
194,778
54
$2.69M 0.39%
40,458
+1,648
55
$2.68M 0.39%
18,639
+4,304
56
$2.64M 0.38%
22,248
-2,358
57
$2.63M 0.38%
33,711
+3,027
58
$2.63M 0.38%
58,668
+5,496
59
$2.6M 0.38%
32,425
-2,144
60
$2.55M 0.37%
63,066
+5,003
61
$2.55M 0.37%
12,186
+1,988
62
$2.54M 0.37%
49,106
+20,509
63
$2.5M 0.36%
356,485
64
$2.5M 0.36%
78,747
+45
65
$2.42M 0.35%
45,199
+210
66
$2.38M 0.35%
46,461
+5,221
67
$2.33M 0.34%
48,437
+3,018
68
$2.3M 0.33%
26,294
+7,971
69
$2.29M 0.33%
100,287
+48,658
70
$2.29M 0.33%
13,142
+912
71
$2.22M 0.32%
29,274
+3,082
72
$2.22M 0.32%
38,224
-66
73
$2.21M 0.32%
152,356
74
$2.2M 0.32%
79,718
+7,147
75
$2.14M 0.31%
12,635
+1,943
1 2
3
4 5