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
351
$634K 0.05%
+9,743
352
$633K 0.05%
1,803
-105
353
$633K 0.05%
11,552
-1,124
354
$633K 0.05%
29,194
+2,591
355
$632K 0.05%
5,849
-7,522
356
$627K 0.05%
7,192
-6,163
357
$624K 0.05%
4,600
-40
358
$622K 0.05%
11,246
-189
359
$621K 0.05%
10,347
-4,286
360
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21,764
-702
361
$616K 0.05%
4,989
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362
$615K 0.05%
7,879
+994
363
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6,877
-8,883
364
$608K 0.05%
7,860
+190
365
$608K 0.05%
2,232
-93
366
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367
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7,826
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368
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8,542
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369
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9,526
-9,979
370
$600K 0.05%
6,552
-5,956
371
$598K 0.05%
23,378
+10,579
372
$592K 0.05%
27,500
+2,609
373
$591K 0.05%
8,539
-789
374
$591K 0.05%
22,748
-213
375
$590K 0.05%
17,656
-4,461
13 14
15
16 17