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
1051
$2K ﹤0.01%
+125
1052
$2K ﹤0.01%
+89
1053
$2K ﹤0.01%
+135
1054
$2K ﹤0.01%
+40
1055
$2K ﹤0.01%
+100
1056
$2K ﹤0.01%
+91
1057
$2K ﹤0.01%
+381
1058
$2K ﹤0.01%
+85
1059
$2K ﹤0.01%
+147
1060
$2K ﹤0.01%
+59
1061
$2K ﹤0.01%
+70
1062
$2K ﹤0.01%
+17
1063
$2K ﹤0.01%
+106
1064
$2K ﹤0.01%
+36
1065
$2K ﹤0.01%
+22
1066
$2K ﹤0.01%
+136
1067
$2K ﹤0.01%
+16
1068
$2K ﹤0.01%
+17
1069
$2K ﹤0.01%
+125
1070
$2K ﹤0.01%
+61
1071
$2K ﹤0.01%
+56
1072
$2K ﹤0.01%
+46
1073
$2K ﹤0.01%
+71
1074
$2K ﹤0.01%
+31
1075
$2K ﹤0.01%
+262
41 42
43
44 45