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
551
$336K 0.03%
+18,160
552
$336K 0.03%
5,100
-1,130
553
$335K 0.03%
12,029
554
$334K 0.03%
619
+177
555
$334K 0.03%
15,882
+2,610
556
$332K 0.03%
7,248
-300
557
$331K 0.03%
+3,967
558
$331K 0.03%
10,988
-1,353
559
$329K 0.03%
21,873
-4,221
560
$329K 0.03%
+4,767
561
$328K 0.03%
7,094
+109
562
$328K 0.03%
2,920
-10,484
563
$327K 0.03%
5,513
-35
564
$327K 0.03%
7,886
+232
565
$326K 0.03%
1,390
-12
566
$326K 0.03%
2,794
-200
567
$324K 0.03%
1,144
-592
568
$323K 0.03%
6,133
-9,553
569
$323K 0.03%
12,661
+2,613
570
$323K 0.03%
+676
571
$322K 0.03%
3,618
572
$321K 0.03%
2,083
+935
573
$320K 0.03%
+4,024
574
$319K 0.03%
664
-2,745
575
$315K 0.03%
+1,672
21 22
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