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
1301
$6K ﹤0.01%
85
1302
$6K ﹤0.01%
+276
1303
$6K ﹤0.01%
+221
1304
$6K ﹤0.01%
165
+2
1305
$6K ﹤0.01%
+131
1306
$6K ﹤0.01%
+254
1307
$6K ﹤0.01%
+200
1308
$6K ﹤0.01%
+200
1309
$6K ﹤0.01%
+210
1310
$6K ﹤0.01%
+840
1311
$6K ﹤0.01%
480
+177
1312
$6K ﹤0.01%
238
1313
$6K ﹤0.01%
103
-21
1314
$6K ﹤0.01%
500
1315
$5K ﹤0.01%
100
1316
$5K ﹤0.01%
26
1317
$5K ﹤0.01%
113
+26
1318
$5K ﹤0.01%
156
1319
$5K ﹤0.01%
419
-505
1320
$5K ﹤0.01%
+154
1321
$5K ﹤0.01%
190
1322
$5K ﹤0.01%
145
+15
1323
$5K ﹤0.01%
+300
1324
$5K ﹤0.01%
325
1325
$5K ﹤0.01%
325