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
451
$458K 0.04%
8,412
-485
452
$458K 0.04%
4,345
+273
453
$457K 0.04%
4,639
-8,116
454
$456K 0.04%
10,734
-1,215
455
$455K 0.04%
9,213
+346
456
$455K 0.04%
2,201
-3,086
457
$452K 0.04%
8,657
-549
458
$452K 0.04%
6,677
+5
459
$450K 0.04%
3,398
+145
460
$450K 0.04%
12,252
461
$445K 0.04%
13,471
+7,271
462
$444K 0.04%
3,567
-12,881
463
$441K 0.04%
+7,388
464
$439K 0.04%
2,717
+284
465
$439K 0.04%
4,175
-3,493
466
$439K 0.04%
7,743
-125
467
$438K 0.04%
11,414
-51,903
468
$437K 0.04%
3,576
-488
469
$437K 0.04%
10,134
+143
470
$436K 0.04%
7,265
+19
471
$435K 0.04%
3,893
-988
472
$435K 0.04%
+4,191
473
$434K 0.04%
10,593
-1,270
474
$434K 0.04%
28,574
-72,850
475
$427K 0.03%
4,389
-11,789
17 18
19
20 21