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
626
$273K 0.02%
32,629
-12,090
627
$273K 0.02%
7,641
-3,139
628
$273K 0.02%
+7,153
629
$272K 0.02%
6,626
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630
$272K 0.02%
14,034
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631
$270K 0.02%
3,980
-11,388
632
$270K 0.02%
4,200
-291
633
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6,620
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634
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635
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9,695
-15,332
636
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8,159
-38,774
637
$264K 0.02%
3,444
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638
$264K 0.02%
6,922
-1,326
639
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7,370
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640
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10,602
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109
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644
$259K 0.02%
3,647
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645
$259K 0.02%
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646
$257K 0.02%
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647
$256K 0.02%
21,641
-621
648
$255K 0.02%
+1,164
649
$255K 0.02%
9,105
-16,217
650
$255K 0.02%
5,770
+160
24 25
26
27 28