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
851
$8K 0.01%
+103
852
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+306
853
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+136
854
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855
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+487
856
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857
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858
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+152
859
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860
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+105
861
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862
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863
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+356
864
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865
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866
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+1,125
867
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868
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+555
869
$7K 0.01%
+83
870
$7K 0.01%
+2,286
871
$7K 0.01%
+824
872
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+149
873
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+138
874
$7K 0.01%
+264
875
$7K 0.01%
+191
33 34
35
36 37