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
1126
$1K ﹤0.01%
+122
1127
$1K ﹤0.01%
+16
1128
$1K ﹤0.01%
+76
1129
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+18
1130
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+73
1131
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+14
1132
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+29
1133
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+67
1134
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+26
1135
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+38
1136
$1K ﹤0.01%
+47
1137
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+32
1138
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+26
1139
$1K ﹤0.01%
+125
1140
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+5
1141
$1K ﹤0.01%
+24
1142
$1K ﹤0.01%
+16
1143
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+57
1144
$1K ﹤0.01%
+25
1145
$1K ﹤0.01%
+21
1146
$1K ﹤0.01%
+79
1147
$1K ﹤0.01%
+37
1148
$1K ﹤0.01%
+29
1149
$1K ﹤0.01%
+4
1150
$1K ﹤0.01%
+60
44 45
46
47 48