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
701
$222K 0.02%
1,411
-173
702
$222K 0.02%
+3,059
703
$222K 0.02%
5,696
-91
704
$221K 0.02%
+4,401
705
$219K 0.02%
+3,840
706
$219K 0.02%
2,248
+2
707
$219K 0.02%
3,120
+490
708
$219K 0.02%
3,682
-3,534
709
$218K 0.02%
5,420
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710
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+8,933
711
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+4,128
712
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1,099
-293
713
$215K 0.02%
3,698
-361
714
$214K 0.02%
16,928
715
$214K 0.02%
+5,499
716
$212K 0.02%
7,889
-52
717
$212K 0.02%
4,193
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$212K 0.02%
2,029
-15
719
$211K 0.02%
4,433
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720
$211K 0.02%
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721
$210K 0.02%
+4,690
722
$210K 0.02%
+1,760
723
$209K 0.02%
7,708
-8,702
724
$208K 0.02%
9,787
+13
725
$208K 0.02%
1,296
-43
27 28
29
30 31