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
$689M
AUM Growth
+$88.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$1.93M
3
+$1.93M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.6M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.51M

Top Sells

1
+$5.09M
2
+$2.34M
3
+$1.8M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$858K
5
KMF
Kayne Anderson NextGen Energy & Infrastructure, Inc.
KMF
+$856K

Sector Composition

1 Healthcare 11.17%
2 Technology 6.02%
3 Financials 4.33%
4 Consumer Discretionary 3.86%
5 Communication Services 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.12M 0.31%
39,160
+4,560
77
$2.11M 0.31%
140,915
-2,613
78
$2.1M 0.31%
7,883
+2,345
79
$2.08M 0.3%
20,933
-1,658
80
$2.06M 0.3%
22,238
+37
81
$2.05M 0.3%
19,065
-16,736
82
$2.03M 0.3%
19,078
-541
83
$2.01M 0.29%
60,684
-476
84
$1.99M 0.29%
83,007
+20,678
85
$1.97M 0.29%
64,425
+12,032
86
$1.91M 0.28%
24,626
-786
87
$1.9M 0.28%
40,283
+8,726
88
$1.83M 0.27%
16,525
+521
89
$1.82M 0.26%
94,034
+33,476
90
$1.78M 0.26%
11,913
+646
91
$1.74M 0.25%
36,441
+2,405
92
$1.73M 0.25%
184,819
+80,309
93
$1.72M 0.25%
30,866
-224
94
$1.69M 0.25%
16,247
+3,908
95
$1.68M 0.24%
32,184
+910
96
$1.68M 0.24%
13,427
+662
97
$1.67M 0.24%
28,036
+583
98
$1.66M 0.24%
18,607
-817
99
$1.64M 0.24%
14,751
-186
100
$1.61M 0.23%
18,660
-4,867
2 3
4
5 6