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
51
$688K 0.46%
15,838
+541
52
$674K 0.45%
7,432
+4,483
53
$672K 0.45%
10,139
-499
54
$663K 0.44%
20,428
-936
55
$647K 0.43%
5,789
+4,116
56
$626K 0.42%
4,413
+676
57
$622K 0.41%
+6,365
58
$612K 0.41%
4,696
+22
59
$608K 0.41%
8,679
+857
60
$585K 0.39%
4,960
-966
61
$580K 0.39%
4,427
+106
62
$562K 0.37%
12,225
+194
63
$559K 0.37%
9,986
+57
64
$556K 0.37%
4,505
+22
65
$542K 0.36%
6,954
-36
66
$541K 0.36%
4,779
+950
67
$529K 0.35%
10,781
+2,667
68
$529K 0.35%
4,257
+948
69
$524K 0.35%
5,145
+7
70
$506K 0.34%
5,237
+151
71
$505K 0.34%
9,873
+9,636
72
$500K 0.33%
11,743
+720
73
$468K 0.31%
14,191
+371
74
$464K 0.31%
31,099
+323
75
$460K 0.31%
7,254
-455
1 2
3
4 5