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
$1.39B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
891
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.7%
2 Healthcare 8.22%
3 Consumer Discretionary 5.37%
4 Financials 4.87%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
$38K ﹤0.01%
667
-200
827
$37K ﹤0.01%
50,016
-10,000
828
$28K ﹤0.01%
+2,450
829
-67,371
830
-1,085
831
-2,140
832
-12,208
833
-7,396
834
-5,795
835
-4,874
836
-24,790
837
-11,409
838
-7,959
839
-5,252
840
-12,000
841
-6,272
842
-3,204
843
-2,814
844
-4,437
845
-5,715
846
-1,436
847
-1,333
848
-6,170
849
-5,019
850
-6,728