IWM

IHT Wealth Management Portfolio holdings

AUM $3.95B
1-Year Est. Return 17.75%
This Quarter Est. Return
1 Year Est. Return
+17.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$378M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,847
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.72%
2 Healthcare 5.66%
3 Financials 5.6%
4 Communication Services 5.12%
5 Consumer Discretionary 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1251
$8K ﹤0.01%
2,000
1252
$8K ﹤0.01%
+70
1253
$8K ﹤0.01%
150
1254
$8K ﹤0.01%
+300
1255
$8K ﹤0.01%
319
1256
$7K ﹤0.01%
+375
1257
$7K ﹤0.01%
441
1258
$7K ﹤0.01%
250
1259
$7K ﹤0.01%
+800
1260
$7K ﹤0.01%
85
1261
$7K ﹤0.01%
125
1262
$7K ﹤0.01%
356
-304
1263
$7K ﹤0.01%
+825
1264
$7K ﹤0.01%
+146
1265
$7K ﹤0.01%
75
1266
$7K ﹤0.01%
93
1267
$7K ﹤0.01%
50
1268
$7K ﹤0.01%
+284
1269
$7K ﹤0.01%
+268
1270
$7K ﹤0.01%
+271
1271
$7K ﹤0.01%
+150
1272
$7K ﹤0.01%
+255
1273
$7K ﹤0.01%
+424
1274
$7K ﹤0.01%
180
1275
$7K ﹤0.01%
103
+37