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
601
$289K 0.02%
4,380
602
$289K 0.02%
8,750
-9,430
603
$288K 0.02%
+4,349
604
$288K 0.02%
980
-4,329
605
$287K 0.02%
+6,234
606
$287K 0.02%
1,087
-2,272
607
$286K 0.02%
7,196
-4,784
608
$283K 0.02%
+14,806
609
$282K 0.02%
+6,853
610
$282K 0.02%
1,434
-1,761
611
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1,403
-370
612
$281K 0.02%
+4,611
613
$279K 0.02%
682
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614
$279K 0.02%
3,130
-1,178
615
$278K 0.02%
+5,516
616
$278K 0.02%
4,558
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617
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619
$277K 0.02%
8,740
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620
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621
$276K 0.02%
3,016
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622
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4,400
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623
$274K 0.02%
7,119
624
$274K 0.02%
1,562
-967
625
$274K 0.02%
3,114
+159
23 24
25
26 27