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
1101
$1K ﹤0.01%
+6
1102
$1K ﹤0.01%
+11
1103
$1K ﹤0.01%
+9
1104
$1K ﹤0.01%
+42
1105
$1K ﹤0.01%
+16
1106
$1K ﹤0.01%
+17
1107
$1K ﹤0.01%
+33
1108
$1K ﹤0.01%
+78
1109
$1K ﹤0.01%
+64
1110
$1K ﹤0.01%
+197
1111
$1K ﹤0.01%
+111
1112
$1K ﹤0.01%
+40
1113
$1K ﹤0.01%
+125
1114
$1K ﹤0.01%
+171
1115
$1K ﹤0.01%
+242
1116
$1K ﹤0.01%
+50
1117
$1K ﹤0.01%
+18
1118
$1K ﹤0.01%
+16
1119
$1K ﹤0.01%
+3
1120
$1K ﹤0.01%
+29
1121
$1K ﹤0.01%
+285
1122
$1K ﹤0.01%
+32
1123
$1K ﹤0.01%
+20
1124
$1K ﹤0.01%
+48
1125
$1K ﹤0.01%
+103
43 44
45
46 47