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
401
$53K 0.04%
3,013
-1,468
402
$53K 0.04%
408
+30
403
$53K 0.04%
660
+265
404
$52K 0.03%
1,091
-75
405
$52K 0.03%
1,024
+984
406
$52K 0.03%
894
+400
407
$52K 0.03%
558
+345
408
$52K 0.03%
898
-88
409
$52K 0.03%
1,885
+3
410
$51K 0.03%
1,515
411
$51K 0.03%
570
-23
412
$51K 0.03%
+1,624
413
$51K 0.03%
5,454
+5,394
414
$51K 0.03%
1,342
415
$51K 0.03%
1,000
+500
416
$50K 0.03%
2,776
-39
417
$50K 0.03%
1,211
418
$50K 0.03%
1,348
419
$50K 0.03%
2,265
+547
420
$50K 0.03%
716
-190
421
$50K 0.03%
484
-4,863
422
$49K 0.03%
450
+200
423
$49K 0.03%
1,204
424
$48K 0.03%
2,062
+442
425
$48K 0.03%
668
+1
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