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
826
$9K 0.01%
+81
827
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+11
828
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+143
829
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+198
830
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+500
831
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+411
832
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+54
833
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+239
834
$8K 0.01%
+382
835
$8K 0.01%
+144
836
$8K 0.01%
+250
837
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+103
838
$8K 0.01%
+300
839
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+107
840
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+324
841
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+92
842
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+100
843
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+62
844
$8K 0.01%
+100
845
$8K 0.01%
+91
846
$8K 0.01%
+156
847
$8K 0.01%
+138
848
$8K 0.01%
+157
849
$8K 0.01%
+59
850
$8K 0.01%
+62
32 33
34
35 36