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
776
$11K 0.01%
+134
777
$11K 0.01%
+312
778
$11K 0.01%
+1,309
779
$11K 0.01%
+183
780
$11K 0.01%
+142
781
$11K 0.01%
+137
782
$11K 0.01%
+450
783
$11K 0.01%
+100
784
$11K 0.01%
+1,500
785
$11K 0.01%
+584
786
$10K 0.01%
+234
787
$10K 0.01%
+201
788
$10K 0.01%
+367
789
$10K 0.01%
+246
790
$10K 0.01%
+795
791
$10K 0.01%
+100
792
$10K 0.01%
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793
$10K 0.01%
+109
794
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795
$10K 0.01%
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$10K 0.01%
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$10K 0.01%
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798
$10K 0.01%
+565
799
$10K 0.01%
+1,127
800
$10K 0.01%
+139
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