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
376
$587K 0.05%
700
-985
377
$581K 0.05%
1,922
+1,013
378
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3,900
+81
379
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380
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+33,703
381
$576K 0.05%
3,325
382
$573K 0.05%
5,064
-390
383
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4,269
-3,006
384
$568K 0.05%
+3,725
385
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4,089
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386
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11,622
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387
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1,118
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388
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9,675
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389
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5,903
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390
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10,360
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391
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7,681
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393
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4,427
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394
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11,012
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395
$558K 0.05%
+9,304
396
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56,909
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397
$557K 0.05%
1,548
-185
398
$552K 0.04%
7,917
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399
$549K 0.04%
5,795
-3,942
400
$547K 0.04%
8,706
-462
14 15
16
17 18