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
901
$6K ﹤0.01%
+466
902
$6K ﹤0.01%
+108
903
$5K ﹤0.01%
+73
904
$5K ﹤0.01%
+160
905
$5K ﹤0.01%
+100
906
$5K ﹤0.01%
+75
907
$5K ﹤0.01%
+57
908
$5K ﹤0.01%
+163
909
$5K ﹤0.01%
+237
910
$5K ﹤0.01%
+118
911
$5K ﹤0.01%
+396
912
$5K ﹤0.01%
+165
913
$5K ﹤0.01%
+100
914
$5K ﹤0.01%
+118
915
$5K ﹤0.01%
+136
916
$5K ﹤0.01%
+86
917
$5K ﹤0.01%
+80
918
$5K ﹤0.01%
+150
919
$5K ﹤0.01%
+100
920
$5K ﹤0.01%
+260
921
$5K ﹤0.01%
+181
922
$5K ﹤0.01%
+100
923
$5K ﹤0.01%
+148
924
$5K ﹤0.01%
+56
925
$5K ﹤0.01%
+178
35 36
37
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