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
1076
$2K ﹤0.01%
+35
1077
$2K ﹤0.01%
+50
1078
$2K ﹤0.01%
+102
1079
$2K ﹤0.01%
+48
1080
$2K ﹤0.01%
+14
1081
$2K ﹤0.01%
+30
1082
$2K ﹤0.01%
+40
1083
$2K ﹤0.01%
+11
1084
$2K ﹤0.01%
+44
1085
$1K ﹤0.01%
+103
1086
$1K ﹤0.01%
+16
1087
$1K ﹤0.01%
+46
1088
$1K ﹤0.01%
+169
1089
$1K ﹤0.01%
+12
1090
$1K ﹤0.01%
+145
1091
$1K ﹤0.01%
+41
1092
$1K ﹤0.01%
+47
1093
$1K ﹤0.01%
+16
1094
$1K ﹤0.01%
+40
1095
$1K ﹤0.01%
+9
1096
$1K ﹤0.01%
+42
1097
$1K ﹤0.01%
+86
1098
$1K ﹤0.01%
+50
1099
$1K ﹤0.01%
+36
1100
$1K ﹤0.01%
+160
42 43
44
45 46