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
551
$29K 0.02%
182
552
$29K 0.02%
3,393
+2,146
553
$29K 0.02%
1,168
+801
554
$29K 0.02%
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555
$29K 0.02%
322
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556
$29K 0.02%
1,400
557
$28K 0.02%
755
558
$28K 0.02%
178
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559
$28K 0.02%
503
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560
$28K 0.02%
365
561
$27K 0.02%
1,951
562
$27K 0.02%
920
-500
563
$27K 0.02%
195
564
$27K 0.02%
1,319
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565
$27K 0.02%
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$27K 0.02%
605
567
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307
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$27K 0.02%
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$27K 0.02%
190
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573
$27K 0.02%
1,876
-377
574
$26K 0.02%
3,033
-780
575
$26K 0.02%
335
21 22
23
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