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
726
$207K 0.02%
1,180
-44
727
$207K 0.02%
7,816
-29,078
728
$207K 0.02%
27,000
+1,435
729
$207K 0.02%
5,159
-109
730
$205K 0.02%
1,610
-322
731
$204K 0.02%
5,935
-246
732
$203K 0.02%
1,488
-512
733
$203K 0.02%
+7,115
734
$203K 0.02%
3,255
-338
735
$203K 0.02%
1,888
-91
736
$202K 0.02%
+5,350
737
$201K 0.02%
3,799
-2,112
738
$201K 0.02%
+6,422
739
$193K 0.02%
+15,200
740
$191K 0.02%
+13,958
741
$190K 0.02%
11,715
+2,000
742
$187K 0.02%
1,656
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743
$187K 0.02%
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744
$185K 0.02%
28,095
-100
745
$178K 0.01%
+11,480
746
$177K 0.01%
+10,294
747
$177K 0.01%
19,389
-1
748
$177K 0.01%
12,857
-100
749
$176K 0.01%
11,270
-113,720
750
$170K 0.01%
+3,459
28 29
30
31 32