IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
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
+$11.7M
2
+$7.57M
3
+$3M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.22M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$1.3M

Top Sells

1
+$33.3M
2
+$26M
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
+$6.62M

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
651
$255K 0.02%
9,105
-16,217
652
$253K 0.02%
1,755
-252
653
$253K 0.02%
+9,415
654
$252K 0.02%
378
-8
655
$252K 0.02%
+9,683
656
$251K 0.02%
4,356
-5,796
657
$251K 0.02%
+4,215
658
$250K 0.02%
+2,000
659
$250K 0.02%
5,170
-5,032
660
$249K 0.02%
13,703
+2,004
661
$248K 0.02%
1,258
-118
662
$248K 0.02%
3,161
-874
663
$247K 0.02%
2,036
+204
664
$246K 0.02%
+3,233
665
$245K 0.02%
+1,719
666
$245K 0.02%
1,632
-1,477
667
$244K 0.02%
3,358
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668
$244K 0.02%
12,338
-2,187
669
$243K 0.02%
1,976
-488
670
$243K 0.02%
3,912
-396
671
$242K 0.02%
24,941
672
$241K 0.02%
2,674
+6
673
$241K 0.02%
3,731
+61
674
$241K 0.02%
3,460
-1,047
675
$240K 0.02%
+3,535
25 26
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