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
501
$400K 0.03%
5,560
-4
502
$400K 0.03%
10,590
-4,068
503
$396K 0.03%
14,189
+1,756
504
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5,511
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505
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3,691
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506
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3,414
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507
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4,477
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508
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23,323
-57,961
509
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6,297
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510
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511
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9,267
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512
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32,707
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513
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1,762
-96
514
$382K 0.03%
3,004
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515
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516
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517
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518
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519
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521
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34,850
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$373K 0.03%
21,850
-30,903
523
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9,101
-2,363
524
$372K 0.03%
8,821
-1,291
525
$371K 0.03%
4,884
+34
19 20
21
22 23