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
326
$701K 0.06%
65,729
-11,502
327
$701K 0.06%
14,145
-2,525
328
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40,525
+4,900
329
$691K 0.06%
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-651
330
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11,124
-8,420
331
$678K 0.06%
20,593
+3,611
332
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333
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2,111
-49
334
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14,202
-1,236
335
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25,126
-4,751
336
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4,613
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337
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9,206
+1,344
338
$659K 0.05%
2,483
-2,583
339
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5,242
-1,212
340
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16,070
341
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342
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13,982
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343
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6,861
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344
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9,094
345
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9,535
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346
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37,170
-19,926
347
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2,867
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348
$638K 0.05%
7,784
-4,648
349
$638K 0.05%
2,907
-330
350
$635K 0.05%
9,212
+1
12 13
14
15 16