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
351
$69K 0.05%
4,662
+75
352
$69K 0.05%
601
-97
353
$68K 0.05%
+670
354
$67K 0.04%
1,125
+603
355
$67K 0.04%
1,703
+1,676
356
$67K 0.04%
3,258
-434
357
$67K 0.04%
1,400
-680
358
$67K 0.04%
3,232
359
$67K 0.04%
1,293
+8
360
$67K 0.04%
815
-50
361
$66K 0.04%
244
-85
362
$66K 0.04%
583
+200
363
$66K 0.04%
5,980
+1,500
364
$65K 0.04%
1,687
+308
365
$65K 0.04%
1,397
+43
366
$65K 0.04%
2,098
+1,992
367
$65K 0.04%
2,214
+600
368
$65K 0.04%
556
+8
369
$65K 0.04%
1,894
-1,073
370
$64K 0.04%
823
-177
371
$64K 0.04%
965
-166
372
$64K 0.04%
1,436
-424
373
$63K 0.04%
7,258
374
$63K 0.04%
768
-11
375
$62K 0.04%
1,196
+935
13 14
15
16 17