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
251
$121K 0.08%
2,719
-123
252
$119K 0.08%
2,729
+28
253
$119K 0.08%
864
-53
254
$118K 0.08%
2,030
-202
255
$117K 0.08%
+8,280
256
$117K 0.08%
2,012
+187
257
$117K 0.08%
13,020
+11,610
258
$115K 0.08%
6,677
-538
259
$115K 0.08%
2,281
+302
260
$115K 0.08%
2,340
-88
261
$114K 0.08%
4,458
+408
262
$113K 0.08%
2,195
-118
263
$111K 0.07%
5,346
264
$110K 0.07%
+5,547
265
$109K 0.07%
3,171
-284
266
$109K 0.07%
3,125
-494
267
$109K 0.07%
+7,800
268
$108K 0.07%
1,643
+1,608
269
$106K 0.07%
2,080
+87
270
$105K 0.07%
569
+93
271
$104K 0.07%
3,970
+3,588
272
$104K 0.07%
793
-101
273
$104K 0.07%
628
-124
274
$103K 0.07%
1,258
-145
275
$102K 0.07%
3,984
-308
9 10
11
12 13