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
651
$255K 0.02%
1,306
-281
652
$253K 0.02%
1,755
-252
653
$253K 0.02%
+9,415
654
$252K 0.02%
378
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655
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656
$251K 0.02%
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-5,796
657
$251K 0.02%
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658
$250K 0.02%
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659
$250K 0.02%
5,170
-5,032
660
$249K 0.02%
41,108
+6,010
661
$248K 0.02%
1,258
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662
$248K 0.02%
3,161
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663
$247K 0.02%
2,036
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664
$246K 0.02%
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665
$245K 0.02%
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666
$245K 0.02%
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$244K 0.02%
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668
$244K 0.02%
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669
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670
$243K 0.02%
3,912
-396
671
$242K 0.02%
24,941
672
$241K 0.02%
3,731
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673
$241K 0.02%
3,460
-1,047
674
$241K 0.02%
2,674
+6
675
$240K 0.02%
+3,535
25 26
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