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
551
$29K 0.02%
7,633
+4,591
552
$29K 0.02%
182
553
$29K 0.02%
3,393
+2,146
554
$29K 0.02%
1,168
+801
555
$29K 0.02%
+990
556
$29K 0.02%
322
+96
557
$29K 0.02%
1,400
558
$28K 0.02%
755
559
$28K 0.02%
178
+71
560
$28K 0.02%
503
+201
561
$28K 0.02%
365
562
$27K 0.02%
231
563
$27K 0.02%
1,951
564
$27K 0.02%
920
-500
565
$27K 0.02%
195
566
$27K 0.02%
1,319
-415
567
$27K 0.02%
605
568
$27K 0.02%
307
569
$27K 0.02%
2,000
-1,850
570
$27K 0.02%
+832
571
$27K 0.02%
1,257
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572
$27K 0.02%
2,870
-576
573
$27K 0.02%
190
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574
$27K 0.02%
1,876
-377
575
$26K 0.02%
+1,000
21 22
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