IWM

IHT Wealth Management Portfolio holdings

AUM $3.64B
1-Year Est. Return 15.77%
This Quarter Est. Return
1 Year Est. Return
+15.77%
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 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$2K ﹤0.01%
+22
1052
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+136
1053
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+16
1054
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1055
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+65
1056
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+34
1057
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+2
1058
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+18
1059
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+36
1060
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+52
1061
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+125
1062
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+1
1063
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+61
1064
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+56
1065
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+46
1066
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+71
1067
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+31
1068
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+262
1069
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+16
1070
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+95
1071
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+33
1072
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+35
1073
$2K ﹤0.01%
+50
1074
$2K ﹤0.01%
+102
1075
$2K ﹤0.01%
+48
41 42
43
44 45