IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
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
+$4.15M
2
+$3.91M
3
+$3.5M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.25M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.25M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.04%
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%
+10
1027
$2K ﹤0.01%
+35
1028
$2K ﹤0.01%
+52
1029
$2K ﹤0.01%
+55
1030
$2K ﹤0.01%
+50
1031
$2K ﹤0.01%
+24
1032
$2K ﹤0.01%
+49
1033
$2K ﹤0.01%
+2,000
1034
$2K ﹤0.01%
+118
1035
$2K ﹤0.01%
+190
1036
$2K ﹤0.01%
+100
1037
$2K ﹤0.01%
+46
1038
$2K ﹤0.01%
+8
1039
$2K ﹤0.01%
+28
1040
$2K ﹤0.01%
+54
1041
$2K ﹤0.01%
+125
1042
$2K ﹤0.01%
+89
1043
$2K ﹤0.01%
+135
1044
$2K ﹤0.01%
+40
1045
$2K ﹤0.01%
+100
1046
$2K ﹤0.01%
+91
1047
$2K ﹤0.01%
+381
1048
$2K ﹤0.01%
+85
1049
$2K ﹤0.01%
+147
1050
$2K ﹤0.01%
+59
40 41
42
43 44