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
-5,867
855
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856
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857
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858
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859
-1
860
-12,453
861
-15,161
862
-11,540
863
-12,000
864
-1,166
865
-10,370
866
-17,096
867
-8,298
868
-6,491
869
-4,418
870
-106
871
-6,619
872
-4,110
873
-9,392
874
-2,479
875
-980