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
26
$975K 0.65%
15,759
+12,153
27
$971K 0.65%
4,084
+600
28
$958K 0.64%
6,534
-178
29
$933K 0.62%
7,475
-413
30
$930K 0.62%
15,591
+653
31
$911K 0.61%
27,112
+19,572
32
$909K 0.61%
10,101
-208
33
$888K 0.59%
5,356
+92
34
$874K 0.58%
16,029
+160
35
$855K 0.57%
6,352
+49
36
$844K 0.56%
9,791
-3,213
37
$827K 0.55%
9,292
+583
38
$815K 0.54%
16,619
-2,441
39
$797K 0.53%
6,585
+293
40
$780K 0.52%
11,890
+849
41
$772K 0.51%
21,730
+21,233
42
$762K 0.51%
6,277
+5,468
43
$748K 0.5%
13,603
-687
44
$734K 0.49%
2,748
+239
45
$732K 0.49%
8,390
+165
46
$713K 0.48%
7,509
-84
47
$707K 0.47%
19,255
+19,239
48
$703K 0.47%
9,476
+93
49
$698K 0.47%
16,800
-10,020
50
$693K 0.46%
19,125
-336
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2
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