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
301
$86K 0.06%
2,335
+443
302
$86K 0.06%
2,568
+600
303
$86K 0.06%
811
-41
304
$86K 0.06%
1,853
-200
305
$86K 0.06%
1,737
-397
306
$85K 0.06%
1,760
+1,357
307
$85K 0.06%
1,600
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308
$84K 0.06%
1,039
+94
309
$84K 0.06%
4,745
-618
310
$83K 0.06%
2,266
-54
311
$83K 0.06%
1,536
-4,736
312
$83K 0.06%
867
+104
313
$83K 0.06%
1,324
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314
$82K 0.05%
616
-46
315
$81K 0.05%
679
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316
$81K 0.05%
3,606
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317
$80K 0.05%
1,184
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318
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2,023
-1,146
319
$78K 0.05%
1,040
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320
$78K 0.05%
1,880
321
$78K 0.05%
2,973
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322
$77K 0.05%
1,252
+115
323
$77K 0.05%
7,369
-12
324
$77K 0.05%
1,265
+618
325
$76K 0.05%
808
-49
11 12
13
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