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
1101
$1K ﹤0.01%
+26
1102
$1K ﹤0.01%
+50
1103
$1K ﹤0.01%
+47
1104
$1K ﹤0.01%
+163
1105
$1K ﹤0.01%
+35
1106
$1K ﹤0.01%
+27
1107
$1K ﹤0.01%
+17
1108
$1K ﹤0.01%
+11
1109
$1K ﹤0.01%
+19
1110
$1K ﹤0.01%
+24
1111
$1K ﹤0.01%
+30
1112
$1K ﹤0.01%
+21
1113
$1K ﹤0.01%
+15
1114
$1K ﹤0.01%
+71
1115
$1K ﹤0.01%
+15
1116
$1K ﹤0.01%
+56
1117
$1K ﹤0.01%
+18
1118
$1K ﹤0.01%
+35
1119
$1K ﹤0.01%
+29
1120
$1K ﹤0.01%
+16
1121
$1K ﹤0.01%
+11
1122
$1K ﹤0.01%
+105
1123
$1K ﹤0.01%
+24
1124
$1K ﹤0.01%
+11
1125
$1K ﹤0.01%
+54
43 44
45
46 47