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%
+16
1152
$1K ﹤0.01%
+40
1153
$1K ﹤0.01%
+9
1154
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+42
1155
$1K ﹤0.01%
+86
1156
$1K ﹤0.01%
+50
1157
$1K ﹤0.01%
+36
1158
$1K ﹤0.01%
+50
1159
$1K ﹤0.01%
+47
1160
$1K ﹤0.01%
+163
1161
$1K ﹤0.01%
+35
1162
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+11
1163
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+19
1164
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+24
1165
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+30
1166
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+21
1167
$1K ﹤0.01%
+15
1168
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+71
1169
$1K ﹤0.01%
+15
1170
$1K ﹤0.01%
+56
1171
$1K ﹤0.01%
+18
1172
$1K ﹤0.01%
+35
1173
$1K ﹤0.01%
+29
1174
$1K ﹤0.01%
+16
1175
$1K ﹤0.01%
+11
45 46
47
48 49