IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
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
1,377
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$4.11M
3
+$3.71M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.9M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.51M

Top Sells

1
+$4.35M
2
+$3.97M
3
+$2.19M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.46M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.03M

Sector Composition

1 Technology 7.72%
2 Healthcare 7.1%
3 Financials 6.67%
4 Industrials 6.4%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$33K 0.02%
624
+467
527
$33K 0.02%
+400
528
$33K 0.02%
27
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$33K 0.02%
2,299
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$33K 0.02%
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531
$32K 0.02%
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532
$32K 0.02%
235
533
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150
534
$31K 0.02%
227
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$31K 0.02%
1,268
+1,227
536
$31K 0.02%
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537
$31K 0.02%
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538
$31K 0.02%
263
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539
$31K 0.02%
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540
$31K 0.02%
438
541
$31K 0.02%
725
542
$31K 0.02%
+562
543
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544
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547
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256
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549
$30K 0.02%
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550
$29K 0.02%
7,633
+4,591
20 21
22
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