IWM

IHT Wealth Management Portfolio holdings

AUM $3.95B
1-Year Est. Return 17.75%
This Quarter Est. Return
1 Year Est. Return
+17.75%
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
+$4.17M
2
+$4.08M
3
+$3.59M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.29M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.27M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.05%
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%
+73
927
$5K ﹤0.01%
+260
928
$5K ﹤0.01%
+181
929
$5K ﹤0.01%
+100
930
$5K ﹤0.01%
+148
931
$5K ﹤0.01%
+56
932
$5K ﹤0.01%
+160
933
$5K ﹤0.01%
+276
934
$4K ﹤0.01%
+50
935
$4K ﹤0.01%
+56
936
$4K ﹤0.01%
+114
937
$4K ﹤0.01%
+115
938
$4K ﹤0.01%
+65
939
$4K ﹤0.01%
+53
940
$4K ﹤0.01%
+73
941
$4K ﹤0.01%
+80
942
$4K ﹤0.01%
+10
943
$4K ﹤0.01%
+378
944
$4K ﹤0.01%
+588
945
$4K ﹤0.01%
+53
946
$4K ﹤0.01%
+29
947
$4K ﹤0.01%
+107
948
$4K ﹤0.01%
+148
949
$4K ﹤0.01%
+100
950
$4K ﹤0.01%
+18
36 37
38
39 40