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
401
$546K 0.04%
4,137
-150
402
$544K 0.04%
3,249
-433
403
$544K 0.04%
9,964
+99
404
$541K 0.04%
3,692
-5,443
405
$537K 0.04%
14,715
+35
406
$536K 0.04%
18,900
-3,248
407
$534K 0.04%
5,596
-486
408
$530K 0.04%
1,858
-416
409
$530K 0.04%
20,239
+10,220
410
$528K 0.04%
3,536
-481
411
$528K 0.04%
13,030
-275
412
$527K 0.04%
17,317
-1,131
413
$526K 0.04%
7,220
+2,716
414
$525K 0.04%
10,357
-16,314
415
$524K 0.04%
4,758
-1,720
416
$520K 0.04%
3,744
-272
417
$520K 0.04%
1,960
-537
418
$519K 0.04%
7,320
+113
419
$518K 0.04%
8,042
+394
420
$517K 0.04%
2,584
-4,835
421
$515K 0.04%
52,878
-38,568
422
$514K 0.04%
23,734
-13,539
423
$513K 0.04%
3,114
-908
424
$512K 0.04%
7,293
-983
425
$511K 0.04%
3,323
+622
15 16
17
18 19