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
1026
$2K ﹤0.01%
+46
1027
$2K ﹤0.01%
+50
1028
$2K ﹤0.01%
+1
1029
$2K ﹤0.01%
+95
1030
$2K ﹤0.01%
+31
1031
$2K ﹤0.01%
+40
1032
$2K ﹤0.01%
+22
1033
$2K ﹤0.01%
+24
1034
$2K ﹤0.01%
+32
1035
$2K ﹤0.01%
+33
1036
$2K ﹤0.01%
+10
1037
$2K ﹤0.01%
+65
1038
$2K ﹤0.01%
+80
1039
$2K ﹤0.01%
+34
1040
$2K ﹤0.01%
+2
1041
$2K ﹤0.01%
+18
1042
$2K ﹤0.01%
+36
1043
$2K ﹤0.01%
+52
1044
$2K ﹤0.01%
+50
1045
$2K ﹤0.01%
+24
1046
$2K ﹤0.01%
+49
1047
$2K ﹤0.01%
+2,000
1048
$2K ﹤0.01%
+8
1049
$2K ﹤0.01%
+28
1050
$2K ﹤0.01%
+54
40 41
42
43 44