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
$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 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$14K 0.01%
+400
727
$14K 0.01%
+300
728
$14K 0.01%
+300
729
$14K 0.01%
+335
730
$14K 0.01%
+991
731
$14K 0.01%
+577
732
$14K 0.01%
+1,750
733
$14K 0.01%
+300
734
$14K 0.01%
+2,000
735
$14K 0.01%
+293
736
$14K 0.01%
+256
737
$14K 0.01%
+100
738
$14K 0.01%
+966
739
$14K 0.01%
+713
740
$13K 0.01%
+3,042
741
$13K 0.01%
+356
742
$13K 0.01%
+522
743
$13K 0.01%
+1,386
744
$13K 0.01%
+171
745
$13K 0.01%
+218
746
$13K 0.01%
+147
747
$13K 0.01%
+97
748
$13K 0.01%
+330
749
$13K 0.01%
+496
750
$13K 0.01%
+110
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