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
976
$3K ﹤0.01%
+500
977
$3K ﹤0.01%
+109
978
$3K ﹤0.01%
+46
979
$3K ﹤0.01%
+62
980
$3K ﹤0.01%
+35
981
$3K ﹤0.01%
+1
982
$3K ﹤0.01%
+91
983
$3K ﹤0.01%
+76
984
$3K ﹤0.01%
+80
985
$3K ﹤0.01%
+40
986
$3K ﹤0.01%
+100
987
$3K ﹤0.01%
+267
988
$3K ﹤0.01%
+126
989
$3K ﹤0.01%
+150
990
$3K ﹤0.01%
+105
991
$3K ﹤0.01%
+100
992
$3K ﹤0.01%
+81
993
$3K ﹤0.01%
+35
994
$3K ﹤0.01%
+100
995
$3K ﹤0.01%
+49
996
$3K ﹤0.01%
+56
997
$3K ﹤0.01%
+80
998
$3K ﹤0.01%
+40
999
$3K ﹤0.01%
+230
1000
$3K ﹤0.01%
+65
38 39
40
41 42