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
726
$15K 0.01%
+300
727
$15K 0.01%
301
-75
728
$15K 0.01%
300
729
$15K 0.01%
335
730
$15K 0.01%
96
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731
$15K 0.01%
577
732
$15K 0.01%
1,024
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733
$15K 0.01%
242
734
$14K 0.01%
1,500
735
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+200
736
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737
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500
738
$14K 0.01%
375
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$14K 0.01%
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740
$14K 0.01%
404
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741
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300
742
$14K 0.01%
400
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356
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745
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810
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$14K 0.01%
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748
$14K 0.01%
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749
$14K 0.01%
1,800
+50
750
– –
0
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30
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