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
876
-8,975
877
-11,169
878
-4,623
879
-19,504
880
-20,081
881
-12,526
882
-3,183
883
-6,795
884
-872
885
-1,644
886
-60,257
887
-16,340
888
-40,000
889
-8,565