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
201
$828K 0.12%
28,750
-260
202
$820K 0.12%
51,919
+35,049
203
$818K 0.12%
24,541
+2,508
204
$803K 0.12%
14,094
-6,816
205
$797K 0.12%
9,512
-3,041
206
$796K 0.12%
6,891
-914
207
$779K 0.11%
43,429
+11,724
208
$777K 0.11%
7,738
-5,212
209
$777K 0.11%
32,515
+10
210
$775K 0.11%
10,610
211
$765K 0.11%
9,900
+2,800
212
$758K 0.11%
9,294
+157
213
$758K 0.11%
14,362
-1,729
214
$749K 0.11%
83,797
+61,971
215
$746K 0.11%
47,366
+576
216
$744K 0.11%
8,951
+1,198
217
$741K 0.11%
10,633
+139
218
$741K 0.11%
12,912
-78
219
$740K 0.11%
5,428
+591
220
$738K 0.11%
25,577
+854
221
$737K 0.11%
13,036
+1,068
222
$722K 0.1%
60,800
+45,700
223
$722K 0.1%
24,561
-375
224
$721K 0.1%
17,796
+726
225
$712K 0.1%
11,336
-144
7 8
9
10 11