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
$372M
AUM Growth
-$5.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,839
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.33%
2 Financials 5.45%
3 Consumer Discretionary 5.3%
4 Healthcare 4.89%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1626
$1K ﹤0.01%
25
1627
$1K ﹤0.01%
11
1628
$1K ﹤0.01%
26
1629
$1K ﹤0.01%
19
1630
$1K ﹤0.01%
79
1631
$1K ﹤0.01%
14
1632
$1K ﹤0.01%
4
1633
$1K ﹤0.01%
36
1634
$1K ﹤0.01%
47
1635
$1K ﹤0.01%
12
1636
$1K ﹤0.01%
37
1637
$1K ﹤0.01%
24
1638
$1K ﹤0.01%
39
1639
$1K ﹤0.01%
750
1640
$1K ﹤0.01%
200
1641
$1K ﹤0.01%
16
1642
$1K ﹤0.01%
20
1643
$1K ﹤0.01%
49
1644
$1K ﹤0.01%
+11
1645
$1K ﹤0.01%
103
1646
$1K ﹤0.01%
63
1647
$1K ﹤0.01%
6
-13
1648
$1K ﹤0.01%
5
1649
$1K ﹤0.01%
8
1650
$1K ﹤0.01%
19