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
801
$10K 0.01%
+256
802
$10K 0.01%
+200
803
$10K 0.01%
+248
804
$10K 0.01%
+672
805
$10K 0.01%
+450
806
$10K 0.01%
+243
807
$10K 0.01%
+148
808
$10K 0.01%
+500
809
$10K 0.01%
+565
810
$10K 0.01%
+1,127
811
$9K 0.01%
+81
812
$9K 0.01%
+11
813
$9K 0.01%
+141
814
$9K 0.01%
+876
815
$9K 0.01%
+172
816
$9K 0.01%
+125
817
$9K 0.01%
+131
818
$9K 0.01%
+459
819
$9K 0.01%
+118
820
$9K 0.01%
+59
821
$9K 0.01%
+170
822
$9K 0.01%
+410
823
$9K 0.01%
+180
824
$9K 0.01%
+328
825
$9K 0.01%
+282
31 32
33
34 35