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
326
$76K 0.05%
1,993
+1,419
327
$76K 0.05%
43
+5
328
$76K 0.05%
1,855
+400
329
$75K 0.05%
+1,017
330
$75K 0.05%
780
+159
331
$74K 0.05%
5,760
332
$74K 0.05%
703
-408
333
$74K 0.05%
4,640
-186
334
$74K 0.05%
493
-58
335
$73K 0.05%
1,244
+303
336
$73K 0.05%
3,108
+2,088
337
$73K 0.05%
1,247
-697
338
$73K 0.05%
450
+240
339
$73K 0.05%
527
-156
340
$73K 0.05%
+1,600
341
$73K 0.05%
1,000
+500
342
$72K 0.05%
1,487
-276
343
$71K 0.05%
870
344
$71K 0.05%
2,172
+2,156
345
$71K 0.05%
1,326
+8
346
$71K 0.05%
1,351
-364
347
$70K 0.05%
428
+9
348
$70K 0.05%
1,057
+15
349
$70K 0.05%
988
+1
350
$69K 0.05%
290
+50
12 13
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