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
1151
$1K ﹤0.01%
+11
1152
$1K ﹤0.01%
+31
1153
$1K ﹤0.01%
+47
1154
$1K ﹤0.01%
+40
1155
$1K ﹤0.01%
+32
1156
$1K ﹤0.01%
+1
1157
$1K ﹤0.01%
+37
1158
$1K ﹤0.01%
+17
1159
$1K ﹤0.01%
+51
1160
$1K ﹤0.01%
+12
1161
$1K ﹤0.01%
+77
1162
$1K ﹤0.01%
+6
1163
$1K ﹤0.01%
+11
1164
$1K ﹤0.01%
+66
1165
$1K ﹤0.01%
+17
1166
$1K ﹤0.01%
+33
1167
$1K ﹤0.01%
+117
1168
$1K ﹤0.01%
+64
1169
$1K ﹤0.01%
+243
1170
$1K ﹤0.01%
+27
1171
$1K ﹤0.01%
+44
1172
$1K ﹤0.01%
+197
1173
$1K ﹤0.01%
+111
1174
$1K ﹤0.01%
+40
1175
$1K ﹤0.01%
+125
45 46
47
48 49