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
276
$866K 0.07%
4,610
+90
277
$866K 0.07%
2,139
-187
278
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6,925
-70
279
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4,472
-2,788
280
$852K 0.07%
8,248
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281
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34,374
-2,037
282
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6,766
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283
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17,810
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284
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32,742
-9,633
285
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26,383
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286
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22,945
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287
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37,263
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288
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18,815
-1,088
289
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16,348
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290
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13,728
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291
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14,649
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292
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9,592
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293
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334,367
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294
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24,042
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295
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15,518
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296
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13,207
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297
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21,004
-12,270
298
$798K 0.07%
21,058
-10,651
299
$798K 0.07%
7,048
-113
300
$793K 0.06%
4,791
-3,217
10 11
12
13 14