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
$150M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,376
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$4.6M
3
+$2.54M
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$1.55M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.48M

Top Sells

1
+$3.65M
2
+$3.57M
3
+$3.52M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.52M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.47M

Sector Composition

1 Technology 7.74%
2 Healthcare 7.11%
3 Financials 6.66%
4 Industrials 6.39%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$152K 0.1%
15,885
+11,570
227
$149K 0.1%
1,112
-259
228
$149K 0.1%
2,581
+148
229
$146K 0.1%
2,506
+627
230
$143K 0.1%
+1,704
231
$142K 0.09%
2,748
+2,560
232
$142K 0.09%
1,945
-54
233
$141K 0.09%
1,807
-10
234
$140K 0.09%
4,410
+2,650
235
$139K 0.09%
1,193
+264
236
$138K 0.09%
2,625
-40
237
$137K 0.09%
13,803
238
$136K 0.09%
2,724
-608
239
$135K 0.09%
3,976
+76
240
$135K 0.09%
4,476
+724
241
$135K 0.09%
1,844
-226
242
$133K 0.09%
1,539
-17,539
243
$133K 0.09%
1,744
-6
244
$132K 0.09%
7,134
+4,640
245
$129K 0.09%
2,534
-502
246
$128K 0.09%
1,944
+145
247
$128K 0.09%
1,222
-600
248
$124K 0.08%
2,800
+52
249
$123K 0.08%
3,241
+446
250
$123K 0.08%
1,933
-87
8 9
10
11 12