IWM

IHT Wealth Management Portfolio holdings

AUM $3.64B
1-Year Est. Return 15.77%
This Quarter Est. Return
1 Year Est. Return
+15.77%
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
26
$8.4M 0.68%
82,013
-12,717
27
$7.94M 0.65%
167,229
+18,330
28
$7.54M 0.61%
192,269
-2,645
29
$7.45M 0.61%
58,528
+1,907
30
$7.43M 0.6%
25,607
-369
31
$7.36M 0.6%
49,142
-8,560
32
$6.81M 0.55%
24,959
-3,291
33
$6.71M 0.55%
94,630
-7,855
34
$6.49M 0.53%
16,447
-1,134
35
$6.46M 0.53%
109,789
+8,520
36
$6.34M 0.52%
125,567
+9,840
37
$6.31M 0.51%
124,983
+19,567
38
$6.17M 0.5%
36,448
-4,568
39
$6.08M 0.5%
55,726
-4,168
40
$5.88M 0.48%
52,938
-3,070
41
$5.72M 0.47%
58,104
-65,431
42
$5.68M 0.46%
21,981
-8,850
43
$5.41M 0.44%
33,045
-6,021
44
$5.38M 0.44%
15,856
-4,602
45
$5.12M 0.42%
475,519
+3,330
46
$4.97M 0.4%
53,301
+10,402
47
$4.95M 0.4%
131,790
-23,906
48
$4.88M 0.4%
74,515
+1,713
49
$4.81M 0.39%
37,668
-3,547
50
$4.76M 0.39%
30,385
-241
1
2
3 4 5