IWM

IHT Wealth Management Portfolio holdings

AUM $3.64B
1-Year Est. Return 15.77%
This Quarter Est. Return
1 Year Est. Return
+15.77%
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
+$4.17M
2
+$4.08M
3
+$3.59M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.29M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.27M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.05%
2 Healthcare 7.21%
3 Industrials 7.06%
4 Financials 6.93%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$261K 0.2%
+3,713
127
$260K 0.2%
+8,123
128
$260K 0.2%
+2,024
129
$257K 0.19%
+18,660
130
$257K 0.19%
+5,347
131
$256K 0.19%
+1,717
132
$256K 0.19%
+2,134
133
$248K 0.19%
+1,776
134
$245K 0.19%
+2,111
135
$244K 0.18%
+15,774
136
$241K 0.18%
+999
137
$236K 0.18%
+4,174
138
$233K 0.18%
+603
139
$230K 0.17%
+5,467
140
$228K 0.17%
+2,422
141
$225K 0.17%
+6,934
142
$223K 0.17%
+2,159
143
$222K 0.17%
+3,576
144
$221K 0.17%
+1,383
145
$218K 0.16%
+18,192
146
$217K 0.16%
+2,903
147
$217K 0.16%
+2,028
148
$217K 0.16%
+4,296
149
$214K 0.16%
+8,461
150
$214K 0.16%
+83,880
4 5
6
7 8