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
$689M
AUM Growth
+$88.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$1.93M
3
+$1.93M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.6M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.51M

Top Sells

1
+$5.09M
2
+$2.34M
3
+$1.8M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$858K
5
KMF
Kayne Anderson NextGen Energy & Infrastructure, Inc.
KMF
+$856K

Sector Composition

1 Healthcare 11.17%
2 Technology 6.02%
3 Financials 4.33%
4 Consumer Discretionary 3.86%
5 Communication Services 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.26M 0.18%
51,154
-766
127
$1.22M 0.18%
28,533
+58
128
$1.22M 0.18%
21,632
+2,647
129
$1.22M 0.18%
26,125
130
$1.22M 0.18%
9,117
+866
131
$1.21M 0.18%
4,504
+888
132
$1.21M 0.18%
31,246
+6,933
133
$1.2M 0.17%
10,855
+588
134
$1.2M 0.17%
21,913
+1,090
135
$1.2M 0.17%
3,301
-101
136
$1.2M 0.17%
10,423
-827
137
$1.19M 0.17%
34,620
+293
138
$1.19M 0.17%
21,637
+5,631
139
$1.17M 0.17%
14,636
+11,076
140
$1.16M 0.17%
283,360
-5,400
141
$1.16M 0.17%
14,422
-4,433
142
$1.14M 0.17%
20,216
-12,780
143
$1.12M 0.16%
+4,221
144
$1.12M 0.16%
6,086
-278
145
$1.11M 0.16%
36,450
-2,654
146
$1.1M 0.16%
12,604
+736
147
$1.05M 0.15%
8,064
+2,179
148
$1.03M 0.15%
25,171
-526
149
$1.03M 0.15%
27,900
+16,585
150
$1.02M 0.15%
25,008
+587
4 5
6
7 8