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
$150M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,377
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$4.11M
3
+$3.71M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.9M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.51M

Top Sells

1
+$4.35M
2
+$3.97M
3
+$2.19M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.46M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.03M

Sector Composition

1 Technology 7.72%
2 Healthcare 7.1%
3 Financials 6.67%
4 Industrials 6.4%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$15K 0.01%
1,024
-676
727
$15K 0.01%
242
728
$15K 0.01%
810
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729
$15K 0.01%
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730
$15K 0.01%
1,302
-337
731
$15K 0.01%
156
732
$15K 0.01%
+300
733
$14K 0.01%
1,500
734
$14K 0.01%
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735
$14K 0.01%
147
736
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500
737
$14K 0.01%
991
738
$14K 0.01%
810
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739
$14K 0.01%
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740
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741
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1,800
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742
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375
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744
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356
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$14K 0.01%
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749
– –
0
750
$13K 0.01%
+2,290
28 29
30
31 32