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
251
$984K 0.08%
+7,676
252
$973K 0.08%
11,406
+5,662
253
$966K 0.08%
37,512
-2,270
254
$965K 0.08%
20,785
+4,981
255
$965K 0.08%
21,344
-62
256
$964K 0.08%
9,874
-3,053
257
$962K 0.08%
44,454
-13,627
258
$947K 0.08%
51,583
+374
259
$945K 0.08%
15,072
-174
260
$941K 0.08%
18,243
+370
261
$938K 0.08%
2,799
-289
262
$933K 0.08%
15,323
+450
263
$928K 0.08%
5,752
-20
264
$922K 0.08%
12,506
+146
265
$919K 0.07%
16,426
-23,986
266
$914K 0.07%
6,294
-5,141
267
$911K 0.07%
7,270
-8,684
268
$901K 0.07%
13,341
+115
269
$899K 0.07%
93,872
+19,550
270
$889K 0.07%
2,836
+106
271
$888K 0.07%
15,319
-4,561
272
$879K 0.07%
11,095
-733
273
$874K 0.07%
67,859
+52,817
274
$868K 0.07%
6,744
-9,176
275
$868K 0.07%
4,788
-1,459
9 10
11
12 13