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
1076
$2K ﹤0.01%
+16
1077
$2K ﹤0.01%
+33
1078
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+35
1079
$2K ﹤0.01%
+102
1080
$2K ﹤0.01%
+48
1081
$2K ﹤0.01%
+14
1082
$2K ﹤0.01%
+44
1083
$2K ﹤0.01%
+30
1084
$2K ﹤0.01%
+110
1085
$1K ﹤0.01%
+60
1086
$1K ﹤0.01%
+11
1087
$1K ﹤0.01%
+31
1088
$1K ﹤0.01%
+17
1089
$1K ﹤0.01%
+51
1090
$1K ﹤0.01%
+38
1091
$1K ﹤0.01%
+32
1092
$1K ﹤0.01%
+125
1093
$1K ﹤0.01%
+5
1094
$1K ﹤0.01%
+24
1095
$1K ﹤0.01%
+21
1096
$1K ﹤0.01%
+37
1097
$1K ﹤0.01%
+47
1098
$1K ﹤0.01%
+40
1099
$1K ﹤0.01%
+1
1100
$1K ﹤0.01%
+37
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