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
651
$21K 0.01%
+393
652
$21K 0.01%
1,164
+150
653
$21K 0.01%
765
654
$21K 0.01%
525
-250
655
$20K 0.01%
274
+191
656
$20K 0.01%
+197
657
$20K 0.01%
230
658
$20K 0.01%
550
+300
659
$20K 0.01%
400
660
$20K 0.01%
837
661
$20K 0.01%
649
662
$20K 0.01%
725
663
$20K 0.01%
1,115
+3
664
$20K 0.01%
440
665
$20K 0.01%
615
-550
666
$20K 0.01%
1,311
667
$20K 0.01%
373
-155
668
$19K 0.01%
970
669
$19K 0.01%
623
670
$19K 0.01%
276
-153
671
$19K 0.01%
1,247
-3,868
672
$19K 0.01%
1,383
673
$19K 0.01%
407
+1
674
$19K 0.01%
+828
675
$19K 0.01%
116
+87
25 26
27
28 29