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
426
$48K 0.03%
2,248
+62
427
$48K 0.03%
1,087
428
$48K 0.03%
854
429
$47K 0.03%
2,500
430
$47K 0.03%
1,958
431
$47K 0.03%
514
+2
432
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1,426
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433
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434
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924
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435
$46K 0.03%
693
436
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792
437
$46K 0.03%
492
438
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390
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439
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761
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440
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1,900
441
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900
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1,776
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429
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918
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446
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2,000
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447
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494
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448
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315
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449
$44K 0.03%
744
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450
$44K 0.03%
3,330
+332
16 17
18
19 20