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
276
$102K 0.07%
958
-18
277
$102K 0.07%
3,965
278
$101K 0.07%
165
+14
279
$101K 0.07%
1,039
+41
280
$100K 0.07%
532
-105
281
$98K 0.07%
933
+250
282
$97K 0.06%
3,632
+1
283
$97K 0.06%
1,082
+180
284
$97K 0.06%
2,427
+312
285
$96K 0.06%
773
-2
286
$96K 0.06%
1,294
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287
$96K 0.06%
4,678
-283
288
$94K 0.06%
1,098
+337
289
$93K 0.06%
1,469
-103
290
$93K 0.06%
1,151
291
$92K 0.06%
793
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292
$92K 0.06%
1,342
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293
$92K 0.06%
1,652
+1,130
294
$90K 0.06%
1,449
+1,360
295
$90K 0.06%
407
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296
$90K 0.06%
1,524
+391
297
$89K 0.06%
4,345
+2,300
298
$88K 0.06%
6,136
-281
299
$87K 0.06%
1,670
+93
300
$87K 0.06%
1,740
+15
10 11
12
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