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%
+105
1177
$1K ﹤0.01%
+24
1178
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+11
1179
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+54
1180
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+122
1181
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+16
1182
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+76
1183
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+29
1184
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+4
1185
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+60
1186
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+11
1187
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+31
1188
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+47
1189
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+40
1190
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+243
1191
$1K ﹤0.01%
+27
1192
$1K ﹤0.01%
+44
1193
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+197
1194
$1K ﹤0.01%
+111
1195
$1K ﹤0.01%
+40
1196
$1K ﹤0.01%
+125
1197
$0 ﹤0.01%
+15
1198
$0 ﹤0.01%
+3
1199
$0 ﹤0.01%
+3
1200
$0 ﹤0.01%
+11
46 47
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