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
1001
$3K ﹤0.01%
+156
1002
$3K ﹤0.01%
+218
1003
$3K ﹤0.01%
+200
1004
$3K ﹤0.01%
+50
1005
$3K ﹤0.01%
+43
1006
$3K ﹤0.01%
+59
1007
$3K ﹤0.01%
+84
1008
$3K ﹤0.01%
+130
1009
$3K ﹤0.01%
+56
1010
$3K ﹤0.01%
+100
1011
$3K ﹤0.01%
+834
1012
$3K ﹤0.01%
+41
1013
$3K ﹤0.01%
+113
1014
$3K ﹤0.01%
+1,080
1015
$3K ﹤0.01%
+3
1016
$2K ﹤0.01%
+63
1017
$2K ﹤0.01%
+35
1018
$2K ﹤0.01%
+52
1019
$2K ﹤0.01%
+55
1020
$2K ﹤0.01%
+56
1021
$2K ﹤0.01%
+93
1022
$2K ﹤0.01%
+40
1023
$2K ﹤0.01%
+118
1024
$2K ﹤0.01%
+190
1025
$2K ﹤0.01%
+100
39 40
41
42 43