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
526
$370K 0.03%
4,396
+1,315
527
$369K 0.03%
59,979
+1,966
528
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1,256
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529
$366K 0.03%
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-295
530
$365K 0.03%
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-17
531
$365K 0.03%
4,547
-162
532
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533
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534
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6,054
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535
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14,443
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536
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537
$360K 0.03%
7,098
538
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6,330
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539
$358K 0.03%
2,083
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4,105
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545
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28,891
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546
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4,551
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547
$348K 0.03%
13,591
-81
548
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5,766
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549
$346K 0.03%
465
-137
550
$341K 0.03%
7,127
+12
20 21
22
23 24