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
926
$5K ﹤0.01%
+188
927
$5K ﹤0.01%
+234
928
$5K ﹤0.01%
+286
929
$5K ﹤0.01%
+175
930
$5K ﹤0.01%
+350
931
$5K ﹤0.01%
+200
932
$5K ﹤0.01%
+68
933
$5K ﹤0.01%
+276
934
$4K ﹤0.01%
+77
935
$4K ﹤0.01%
+50
936
$4K ﹤0.01%
+56
937
$4K ﹤0.01%
+114
938
$4K ﹤0.01%
+115
939
$4K ﹤0.01%
+65
940
$4K ﹤0.01%
+53
941
$4K ﹤0.01%
+73
942
$4K ﹤0.01%
+80
943
$4K ﹤0.01%
+10
944
$4K ﹤0.01%
+378
945
$4K ﹤0.01%
+588
946
$4K ﹤0.01%
+53
947
$4K ﹤0.01%
+29
948
$4K ﹤0.01%
+107
949
$4K ﹤0.01%
+148
950
$4K ﹤0.01%
+100
36 37
38
39 40