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
1126
$1K ﹤0.01%
+16
1127
$1K ﹤0.01%
+46
1128
$1K ﹤0.01%
+169
1129
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+12
1130
$1K ﹤0.01%
+145
1131
$1K ﹤0.01%
+41
1132
$1K ﹤0.01%
+47
1133
$1K ﹤0.01%
+16
1134
$1K ﹤0.01%
+41
1135
$1K ﹤0.01%
+40
1136
$1K ﹤0.01%
+86
1137
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+50
1138
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+36
1139
$1K ﹤0.01%
+160
1140
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+26
1141
$1K ﹤0.01%
+50
1142
$1K ﹤0.01%
+47
1143
$1K ﹤0.01%
+163
1144
$1K ﹤0.01%
+35
1145
$1K ﹤0.01%
+27
1146
$1K ﹤0.01%
+17
1147
$1K ﹤0.01%
+11
1148
$1K ﹤0.01%
+19
1149
$1K ﹤0.01%
+24
1150
$1K ﹤0.01%
+30
44 45
46
47 48