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
501
$36K 0.02%
275
+147
502
$36K 0.02%
2,030
+480
503
$36K 0.02%
809
504
$36K 0.02%
880
+28
505
$36K 0.02%
798
+15
506
$36K 0.02%
+1,091
507
$36K 0.02%
204
-1
508
$35K 0.02%
900
509
$35K 0.02%
749
-197
510
$35K 0.02%
817
511
$35K 0.02%
314
-57
512
$35K 0.02%
1,407
513
$35K 0.02%
449
514
$35K 0.02%
442
515
$35K 0.02%
267
-72
516
$35K 0.02%
483
-15
517
$35K 0.02%
1,600
518
$35K 0.02%
726
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519
$34K 0.02%
812
520
$34K 0.02%
680
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521
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+548
522
$34K 0.02%
825
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523
$34K 0.02%
500
524
$33K 0.02%
2,205
-35
525
$33K 0.02%
+400
19 20
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