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
851
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852
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853
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854
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855
-5,715
856
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857
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858
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859
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860
-6,728
861
-2,217
862
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863
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864
-5,867
865
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866
-2,585
867
-26,726
868
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869
-1
870
-12,453
871
-15,161
872
-11,540
873
-4,110
874
-9,392
875
-2,479