IWM

IHT Wealth Management Portfolio holdings

AUM $3.64B
1-Year Est. Return 15.77%
This Quarter Est. Return
1 Year Est. Return
+15.77%
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 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$417K 0.32%
+8,602
77
$415K 0.31%
+10,006
78
$411K 0.31%
+8,114
79
$406K 0.31%
+5,086
80
$406K 0.31%
+5,057
81
$401K 0.3%
+23,803
82
$400K 0.3%
+3,824
83
$394K 0.3%
+3,445
84
$393K 0.3%
+17,184
85
$393K 0.3%
+3,309
86
$392K 0.3%
+2,975
87
$376K 0.28%
+5,743
88
$374K 0.28%
+4,503
89
$366K 0.28%
+9,607
90
$361K 0.27%
+11,867
91
$358K 0.27%
+4,116
92
$357K 0.27%
+3,354
93
$356K 0.27%
+15,525
94
$349K 0.26%
+3,829
95
$347K 0.26%
+2,303
96
$347K 0.26%
+3,961
97
$347K 0.26%
+6,537
98
$340K 0.26%
+7,540
99
$340K 0.26%
+12,028
100
$335K 0.25%
+3,948
2 3
4
5 6