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
176
$909K 0.13%
38,216
-2,918
177
$908K 0.13%
21,481
-1,790
178
$908K 0.13%
25,740
-144
179
$908K 0.13%
4,878
+876
180
$907K 0.13%
14,237
+277
181
$891K 0.13%
76,938
+66,486
182
$884K 0.13%
12,809
+881
183
$881K 0.13%
7,654
+2,497
184
$871K 0.13%
15,507
-7,746
185
$870K 0.13%
6,920
-1,764
186
$867K 0.13%
5,030
-69
187
$865K 0.13%
5,231
-154
188
$863K 0.13%
17,289
+3,100
189
$859K 0.12%
15,720
-1,892
190
$857K 0.12%
10,828
191
$855K 0.12%
4,404
+50
192
$855K 0.12%
7,388
+558
193
$847K 0.12%
23,550
+3,880
194
$843K 0.12%
5,784
+311
195
$842K 0.12%
2,088
+291
196
$841K 0.12%
15,362
-7,905
197
$841K 0.12%
36,050
-2,980
198
$841K 0.12%
6,333
-6,057
199
$837K 0.12%
18,483
+5,706
200
$837K 0.12%
16,348
+396
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8
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