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
$1.23B
AUM Growth
-$348M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.21M
3
+$2.91M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.21M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$1.27M

Top Sells

1
+$31.4M
2
+$25M
3
+$15.3M
4
BCSF icon
Bain Capital Specialty
BCSF
+$10.1M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.44M

Sector Composition

1 Technology 9.85%
2 Consumer Discretionary 5.1%
3 Financials 4.05%
4 Communication Services 3.77%
5 Healthcare 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.13M 0.09%
20,023
-960
227
$1.12M 0.09%
14,043
-326
228
$1.1M 0.09%
2,915
-1,264
229
$1.1M 0.09%
7,381
-1,301
230
$1.09M 0.09%
30,822
-26,089
231
$1.09M 0.09%
12,729
-915
232
$1.08M 0.09%
76,122
-25,862
233
$1.06M 0.09%
2,928
-654
234
$1.05M 0.09%
13,973
-7,869
235
$1.05M 0.09%
4,606
-2,988
236
$1.04M 0.08%
7,846
-4,651
237
$1.04M 0.08%
20,196
+3,648
238
$1.03M 0.08%
72,630
239
$1.03M 0.08%
15,442
-118
240
$1.03M 0.08%
6,091
-178
241
$1.03M 0.08%
18,853
-21,369
242
$1.02M 0.08%
8,976
-185
243
$1.02M 0.08%
41,113
-56,459
244
$1.01M 0.08%
9,367
-320
245
$1M 0.08%
12,445
+211
246
$1M 0.08%
16,949
-7,319
247
$1M 0.08%
14,780
+278
248
$990K 0.08%
11,493
-3,771
249
$988K 0.08%
2,524
+482
250
$985K 0.08%
18,581
-786
8 9
10
11 12