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
576
$314K 0.03%
+5,201
577
$313K 0.03%
6,838
-146
578
$312K 0.03%
65
579
$310K 0.03%
917
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580
$310K 0.03%
+11,318
581
$310K 0.03%
17,187
+3
582
$310K 0.03%
19,600
-887
583
$309K 0.03%
2,375
-3,906
584
$307K 0.03%
2,903
-170
585
$307K 0.03%
1,972
-310
586
$306K 0.02%
4,601
-76
587
$304K 0.02%
7,700
-6,321
588
$301K 0.02%
2,544
-1,917
589
$300K 0.02%
8,226
-10,309
590
$298K 0.02%
+5,077
591
$298K 0.02%
1,625
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592
$298K 0.02%
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593
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2,878
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594
$297K 0.02%
1,267
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595
$294K 0.02%
11,447
+309
596
$294K 0.02%
+6,587
597
$293K 0.02%
+10,447
598
$291K 0.02%
34,881
+18,127
599
$291K 0.02%
8,319
-1,021
600
$290K 0.02%
8,706
-175
22 23
24
25 26