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
1176
$1K ﹤0.01%
+58
1177
$1K ﹤0.01%
+27
1178
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+3
1179
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+29
1180
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+285
1181
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+20
1182
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+141
1183
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+49
1184
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+89
1185
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+171
1186
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+242
1187
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+50
1188
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+20
1189
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+83
1190
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+61
1191
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+38
1192
$1K ﹤0.01%
+47
1193
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+13
1194
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+225
1195
$1K ﹤0.01%
+53
1196
$1K ﹤0.01%
+48
1197
$0 ﹤0.01%
+15
1198
– –
0
1199
$0 ﹤0.01%
+3
1200
– –
0
46 47
48
49 50