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
751
$168K 0.01%
10,850
-2,700
752
$168K 0.01%
+132
753
$167K 0.01%
10,584
-2,924
754
$165K 0.01%
6,851
755
$161K 0.01%
17,169
-161
756
$159K 0.01%
10,884
757
$159K 0.01%
13,065
-150
758
$157K 0.01%
14,282
-29,735
759
$157K 0.01%
28,743
-60,415
760
$152K 0.01%
438
+5
761
$150K 0.01%
+1,149
762
$148K 0.01%
17,000
-1,000
763
$146K 0.01%
12,600
+230
764
$141K 0.01%
12,510
+804
765
$140K 0.01%
26
+10
766
$140K 0.01%
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767
$138K 0.01%
10,504
-195,421
768
$133K 0.01%
532
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769
$133K 0.01%
17,493
-1,550
770
$129K 0.01%
12,025
771
$123K 0.01%
32,275
-200
772
$110K 0.01%
20,170
+850
773
$103K 0.01%
14,695
+50
774
$102K 0.01%
18,560
775
$99K 0.01%
+695
29 30
31
32 33