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
376
$62K 0.04%
1,038
+6
377
$62K 0.04%
2,051
+960
378
$61K 0.04%
1,384
+1,325
379
$61K 0.04%
1,087
+400
380
$60K 0.04%
3,421
+20
381
$59K 0.04%
1,132
+400
382
$59K 0.04%
1,056
+6
383
$59K 0.04%
1,850
384
$59K 0.04%
+766
385
$58K 0.04%
1,853
+8
386
$58K 0.04%
411
+352
387
$57K 0.04%
551
388
$57K 0.04%
1,350
+950
389
$57K 0.04%
1,773
+109
390
$57K 0.04%
1,420
391
$56K 0.04%
3,473
-382
392
$56K 0.04%
5,115
+4,719
393
$56K 0.04%
1,425
-207
394
$56K 0.04%
581
+20
395
$56K 0.04%
491
-19
396
$55K 0.04%
3,800
+3,700
397
$55K 0.04%
753
+503
398
$55K 0.04%
1,290
+492
399
$54K 0.04%
633
+140
400
$54K 0.04%
650
14 15
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