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
751
$13K 0.01%
+110
752
$13K 0.01%
+274
753
$12K 0.01%
+550
754
$12K 0.01%
+272
755
$12K 0.01%
+500
756
$12K 0.01%
+1,224
757
$12K 0.01%
+285
758
$12K 0.01%
+166
759
$12K 0.01%
+255
760
$12K 0.01%
+998
761
$12K 0.01%
+198
762
$12K 0.01%
+100
763
$12K 0.01%
+264
764
$12K 0.01%
+300
765
$12K 0.01%
+528
766
$12K 0.01%
+310
767
$12K 0.01%
+271
768
$12K 0.01%
+330
769
$12K 0.01%
+338
770
$11K 0.01%
+125
771
$11K 0.01%
+1,500
772
$11K 0.01%
+600
773
$11K 0.01%
+150
774
$11K 0.01%
+575
775
$11K 0.01%
+188
29 30
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32 33