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
626
$23K 0.02%
363
-36
627
$23K 0.02%
490
-43
628
$23K 0.02%
272
+29
629
$23K 0.02%
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630
$23K 0.02%
440
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631
$23K 0.02%
+1,102
632
$22K 0.01%
+1,580
633
$22K 0.01%
+183
634
$22K 0.01%
494
635
$22K 0.01%
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636
$22K 0.01%
362
637
$22K 0.01%
215
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638
$22K 0.01%
498
639
$22K 0.01%
7,620
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640
$22K 0.01%
419
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$22K 0.01%
1,500
642
$21K 0.01%
350
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644
$21K 0.01%
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645
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646
$21K 0.01%
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647
$21K 0.01%
182
648
$21K 0.01%
403
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649
$21K 0.01%
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650
$21K 0.01%
900
+782
24 25
26
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