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
951
$4K ﹤0.01%
+29
952
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+107
953
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+148
954
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955
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+18
956
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957
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958
$4K ﹤0.01%
+591
959
$4K ﹤0.01%
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960
$4K ﹤0.01%
+123
961
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+154
962
$4K ﹤0.01%
+100
963
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964
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+31
965
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+283
966
$4K ﹤0.01%
+359
967
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+499
968
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969
$3K ﹤0.01%
+188
970
$3K ﹤0.01%
+200
971
$3K ﹤0.01%
+150
972
– –
0
973
$3K ﹤0.01%
+29
974
$3K ﹤0.01%
+26
975
$3K ﹤0.01%
+68
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