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
451
$44K 0.03%
1,385
+690
452
$43K 0.03%
+1,049
453
$43K 0.03%
732
+560
454
$43K 0.03%
296
-10
455
$43K 0.03%
326
+71
456
$43K 0.03%
406
-50
457
$42K 0.03%
559
458
$42K 0.03%
483
+62
459
$42K 0.03%
110
+4
460
$42K 0.03%
+2,222
461
$42K 0.03%
2,403
+23
462
$41K 0.03%
1,199
-45
463
$41K 0.03%
2,200
+500
464
$41K 0.03%
+2,256
465
$41K 0.03%
361
+1
466
$41K 0.03%
1,314
+174
467
$41K 0.03%
660
-4,204
468
$41K 0.03%
663
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469
$41K 0.03%
835
+205
470
$41K 0.03%
+1,102
471
$40K 0.03%
870
-79
472
$40K 0.03%
1,157
+1,087
473
$40K 0.03%
1,750
+400
474
$40K 0.03%
1,229
475
$40K 0.03%
3,149
17 18
19
20 21