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
1551
$1K ﹤0.01%
47
1552
$1K ﹤0.01%
206
1553
$1K ﹤0.01%
44
1554
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40
1555
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110
1556
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24
1557
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23
1558
$1K ﹤0.01%
+11
1559
$1K ﹤0.01%
24
1560
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+50
1561
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56
1562
$1K ﹤0.01%
+130
1563
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+4
1564
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+21
1565
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29
1566
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+24
1567
$1K ﹤0.01%
200
1568
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24
1569
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11
-70
1570
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44
1571
$1K ﹤0.01%
23
1572
$1K ﹤0.01%
+9
1573
$1K ﹤0.01%
+16
1574
$1K ﹤0.01%
18
1575
$1K ﹤0.01%
73