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
1051
$2K ﹤0.01%
+70
1052
$2K ﹤0.01%
+17
1053
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+106
1054
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+36
1055
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+22
1056
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+136
1057
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+16
1058
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+17
1059
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+65
1060
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+80
1061
$2K ﹤0.01%
+34
1062
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+2
1063
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+18
1064
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+36
1065
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+125
1066
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+1
1067
$2K ﹤0.01%
+61
1068
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+56
1069
$2K ﹤0.01%
+46
1070
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+71
1071
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+31
1072
$2K ﹤0.01%
+262
1073
$2K ﹤0.01%
+16
1074
$2K ﹤0.01%
+95
1075
$2K ﹤0.01%
+33
41 42
43
44 45