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
476
$426K 0.03%
19,689
-1,160
477
$425K 0.03%
8,829
-3,279
478
$423K 0.03%
39,081
+10,165
479
$423K 0.03%
15,594
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480
$423K 0.03%
16,538
-3,416
481
$420K 0.03%
1,816
-353
482
$417K 0.03%
5,915
-3,283
483
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19,732
-17,154
484
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4,133
-2,835
485
$412K 0.03%
5,155
-135
486
$411K 0.03%
1
487
$410K 0.03%
5,136
-2,598
488
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489
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6,246
-6,036
490
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7,410
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492
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7,878
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493
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2,353
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494
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8,542
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495
$408K 0.03%
4,941
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496
$408K 0.03%
6,698
-772
497
$406K 0.03%
7,606
+1,065
498
$404K 0.03%
21,088
+109
499
$404K 0.03%
11,305
+30
500
$403K 0.03%
8,406
-27
18 19
20
21 22