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 7.1%
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
751
$13K 0.01%
+2,290
752
$13K 0.01%
310
753
$13K 0.01%
303
-288
754
$13K 0.01%
160
755
$13K 0.01%
400
+285
756
$13K 0.01%
150
757
$13K 0.01%
500
+382
758
$13K 0.01%
330
759
$13K 0.01%
58
760
$13K 0.01%
356
-2,829
761
$13K 0.01%
164
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762
$13K 0.01%
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763
$13K 0.01%
97
764
$13K 0.01%
210
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765
$13K 0.01%
667
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766
$13K 0.01%
496
767
$13K 0.01%
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768
$13K 0.01%
343
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769
$13K 0.01%
208
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$13K 0.01%
110
771
$12K 0.01%
1,376
772
$12K 0.01%
508
-20
773
$12K 0.01%
713
774
$12K 0.01%
+10
775
$12K 0.01%
11
29 30
31
32 33